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Disclosery

Brookstone Capital Management: CAT position timeline

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

Brookstone Capital Management held 38,296 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,296 shares
    Change vs previous 13F -22,324 shares

    0.41% of the 13F portfolio, value $40,781,656.

    13F-HR 0001062993-26-003671 filed by Brookstone Capital 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 60,620 shares
    Change vs previous 13F -411 shares

    0.49% of the 13F portfolio, value $42,946,925.

    13F-HR 0001062993-26-002020 filed by Brookstone Capital 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 61,031 shares
    Change vs previous 13F -391 shares

    0.4% of the 13F portfolio, value $34,962,906.

    13F-HR 0001062993-26-000271 filed by Brookstone Capital 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 61,422 shares
    Change vs previous 13F -6 shares

    0.35% of the 13F portfolio, value $29,307,401.

    13F-HR 0001062993-25-016087 filed by Brookstone Capital 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 61,428 shares
    Change vs previous 13F +5,717 shares

    0.31% of the 13F portfolio, value $23,847,112.

    13F-HR 0001062993-25-013278 filed by Brookstone Capital 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 55,711 shares
    Change vs previous 13F +24,435 shares

    0.26% of the 13F portfolio, value $18,373,475.

    13F-HR 0001062993-25-008149 filed by Brookstone Capital 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 31,276 shares
    Change vs previous 13F -2,649 shares

    0.17% of the 13F portfolio, value $11,345,611.

    13F-HR 0001062993-25-000693 filed by Brookstone Capital 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 33,925 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $13,268,810.

    13F-HR 0001062993-24-017468 filed by Brookstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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