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Disclosery

Windsor Capital Management, LLC: CAT position timeline

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

Windsor Capital Management, LLC held 1,817 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,817 shares
    Change vs previous 13F -55 shares

    0.38% of the 13F portfolio, value $1,473,008.

    13F-HR 0001172661-26-004507 filed by Windsor Capital Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,872 shares
    Change vs previous 13F -236 shares

    0.52% of the 13F portfolio, value $1,994,299.

    13F-HR 0001172661-26-002512 filed by Windsor Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,108 shares
    Change vs previous 13F -47 shares

    0.42% of the 13F portfolio, value $1,493,262.

    13F-HR 0001172661-26-001427 filed by Windsor Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,155 shares
    Change vs previous 13F +1 shares

    0.34% of the 13F portfolio, value $1,234,396.

    13F-HR 0001172661-26-000191 filed by Windsor Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,154 shares
    Change vs previous 13F -24 shares

    0.28% of the 13F portfolio, value $1,028,142.

    13F-HR 0001172661-25-004167 filed by Windsor Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,178 shares
    Change vs previous 13F -120 shares

    0.25% of the 13F portfolio, value $845,427.

    13F-HR 0001172661-25-002561 filed by Windsor Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,298 shares
    Change vs previous 13F -47 shares

    0.23% of the 13F portfolio, value $757,800.

    13F-HR 0001172661-25-001560 filed by Windsor Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,345 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $850,947.

    13F-HR 0001172661-25-000383 filed by Windsor Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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