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ZACKS INVESTMENT MANAGEMENT: CAT position timeline

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

ZACKS INVESTMENT MANAGEMENT held 285,444 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 285,444 shares
    Change vs previous 13F -132,820 shares

    2.16% of the 13F portfolio, value $303,970,602.

    13F-HR 0001172661-26-003391 filed by ZACKS INVESTMENT MANAGEMENT
    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 418,264 shares
    Change vs previous 13F -3,650 shares

    2.38% of the 13F portfolio, value $296,323,447.

    13F-HR 0001172661-26-001904 filed by ZACKS INVESTMENT MANAGEMENT
    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 421,914 shares
    Change vs previous 13F -268 shares

    1.9% of the 13F portfolio, value $241,701,914.

    13F-HR 0001172661-26-000942 filed by ZACKS INVESTMENT MANAGEMENT
    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 422,182 shares
    Change vs previous 13F -1,889 shares

    1.6% of the 13F portfolio, value $201,444,419.

    13F-HR 0001172661-25-005127 filed by ZACKS INVESTMENT MANAGEMENT
    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 424,071 shares
    Change vs previous 13F +2,932 shares

    1.41% of the 13F portfolio, value $164,628,657.

    13F-HR 0001172661-25-003061 filed by ZACKS INVESTMENT MANAGEMENT
    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 421,139 shares
    Change vs previous 13F +4,813 shares

    1.3% of the 13F portfolio, value $138,891,638.

    13F-HR 0001172661-25-001873 filed by ZACKS INVESTMENT MANAGEMENT
    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 416,326 shares
    Change vs previous 13F -32,752 shares

    1.4% of the 13F portfolio, value $151,026,331.

    13F-HR 0001172661-25-000838 filed by ZACKS INVESTMENT MANAGEMENT
    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 449,078 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $175,643,334.

    13F-HR 0001172661-24-004993 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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