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Disclosery

Wharton Business Group, LLC: CAT position timeline

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

Wharton Business Group, LLC held 40,314 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,314 shares
    Change vs previous 13F -6,765 shares

    1.44% of the 13F portfolio, value $42,930,000.

    13F-HR 0001513126-26-000003 filed by Wharton Business 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 47,079 shares
    Change vs previous 13F -1,394 shares

    1.26% of the 13F portfolio, value $33,353,588.

    13F-HR 0001513126-26-000002 filed by Wharton Business 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 48,473 shares
    Change vs previous 13F -1,105 shares

    1.06% of the 13F portfolio, value $27,769,000.

    13F-HR 0001513126-26-000001 filed by Wharton Business 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 49,578 shares
    Change vs previous 13F -1,080 shares

    1.03% of the 13F portfolio, value $23,656,143.

    13F-HR 0001513126-25-000006 filed by Wharton Business 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 50,658 shares
    Change vs previous 13F -1,880 shares

    0.82% of the 13F portfolio, value $19,534,000.

    13F-HR 0001513126-25-000005 filed by Wharton Business 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 52,538 shares
    Change vs previous 13F -270 shares

    0.79% of the 13F portfolio, value $17,366,000.

    13F-HR 0001513126-25-000003 filed by Wharton Business 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 52,808 shares
    Change vs previous 13F -2,010 shares

    0.86% of the 13F portfolio, value $19,157,000.

    13F-HR 0001513126-25-000001 filed by Wharton Business 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 54,818 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $21,440,000.

    13F-HR 0001513126-24-000004 filed by Wharton Business Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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