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Disclosery

Welch Group, LLC: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Welch Group, LLC on CAT, newest first. How the timeline and the estimate are built.

Welch Group, LLC held 38,163 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,163 shares
    Change vs previous 13F -945 shares

    1.39% of the 13F portfolio, value $40,640,256.

    13F-HR 0001443095-26-000006 filed by Welch Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 39,108 shares
    Change vs previous 13F -1,519 shares

    1.04% of the 13F portfolio, value $27,706,668.

    13F-HR 0001443095-26-000004 filed by Welch Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 40,627 shares
    Change vs previous 13F -70 shares

    0.9% of the 13F portfolio, value $23,274,069.

    13F-HR 0001443095-26-000001 filed by Welch Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 40,697 shares
    Change vs previous 13F +1,063 shares

    0.76% of the 13F portfolio, value $19,418,663.

    13F-HR 0001443095-25-000008 filed by Welch Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 39,634 shares
    Change vs previous 13F +1,664 shares

    0.64% of the 13F portfolio, value $15,386,257.

    13F-HR 0001443095-25-000007 filed by Welch Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 37,970 shares
    Change vs previous 13F +1,156 shares

    0.55% of the 13F portfolio, value $12,518,489.

    13F-HR 0001443095-25-000003 filed by Welch Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 36,814 shares
    Change vs previous 13F +703 shares

    0.6% of the 13F portfolio, value $13,364,009.

    13F-HR 0001443095-25-000001 filed by Welch Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 36,111 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $14,123,597.

    13F-HR 0001443095-24-000004 filed by Welch Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).