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Disclosery

Willis Investment Counsel: CAT position timeline

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

Willis Investment Counsel held 54,570 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,570 shares
    Change vs previous 13F +4,884 shares

    2.77% of the 13F portfolio, value $58,111,593.

    13F-HR 0001310929-26-000004 filed by Willis Investment Counsel
    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 49,686 shares
    Change vs previous 13F -30,205 shares

    1.92% of the 13F portfolio, value $35,200,544.

    13F-HR 0001310929-26-000003 filed by Willis Investment Counsel
    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 79,891 shares
    Change vs previous 13F +2,160 shares

    2.36% of the 13F portfolio, value $45,767,157.

    13F-HR 0001310929-26-000001 filed by Willis Investment Counsel
    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 77,731 shares
    Change vs previous 13F -1,877 shares

    2.03% of the 13F portfolio, value $37,089,347.

    13F-HR 0001310929-25-000006 filed by Willis Investment Counsel
    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 79,608 shares
    Change vs previous 13F +5,830 shares

    1.81% of the 13F portfolio, value $30,904,622.

    13F-HR 0001310929-25-000004 filed by Willis Investment Counsel
    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 73,778 shares
    Change vs previous 13F +4 shares

    1.64% of the 13F portfolio, value $24,331,984.

    13F-HR 0001310929-25-000003 filed by Willis Investment Counsel
    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 73,774 shares
    Change vs previous 13F +939 shares

    1.76% of the 13F portfolio, value $26,762,256.

    13F-HR 0001310929-25-000001 filed by Willis Investment Counsel
    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 72,835 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $28,487,225.

    13F-HR 0001310929-24-000009 filed by Willis Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

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