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Disclosery

Zhang Financial LLC: CAT position timeline

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

Zhang Financial LLC held 11,361 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,361 shares
    Change vs previous 13F +20 shares

    0.35% of the 13F portfolio, value $12,098,326.

    13F-HR 0001776290-26-000005 filed by Zhang Financial 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 11,341 shares
    Change vs previous 13F +856 shares

    0.28% of the 13F portfolio, value $8,034,816.

    13F-HR 0001776290-26-000004 filed by Zhang Financial 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 10,485 shares
    Change vs previous 13F -91 shares

    0.22% of the 13F portfolio, value $6,006,194.

    13F-HR 0001776290-26-000002 filed by Zhang Financial 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 10,576 shares
    Change vs previous 13F +284 shares

    0.21% of the 13F portfolio, value $5,046,401.

    13F-HR 0001776290-25-000006 filed by Zhang Financial 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 10,292 shares
    Change vs previous 13F -193 shares

    0.18% of the 13F portfolio, value $3,995,364.

    13F-HR 0001776290-25-000005 filed by Zhang Financial 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 10,485 shares
    Change vs previous 13F +1,327 shares

    0.18% of the 13F portfolio, value $3,458,000.

    13F-HR 0001776290-25-000002 filed by Zhang Financial 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 9,158 shares
    Change vs previous 13F +736 shares

    0.19% of the 13F portfolio, value $3,322,128.

    13F-HR 0001776290-25-000001 filed by Zhang Financial 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 8,422 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,294,089.

    13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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