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Gradient Investments LLC: CAT position timeline

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

Gradient Investments LLC held 2,989 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,989 shares
    Change vs previous 13F +1,115 shares

    0.03% of the 13F portfolio, value $2,423,298.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,874 shares
    Change vs previous 13F +299 shares

    0.03% of the 13F portfolio, value $1,996,093.

    13F-HR 0001542265-26-000005 filed by Gradient Investments 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 1,575 shares
    Change vs previous 13F -176 shares

    0.02% of the 13F portfolio, value $1,116,093.

    13F-HR 0001542265-26-000003 filed by Gradient Investments 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 1,751 shares
    Change vs previous 13F +304 shares

    0.02% of the 13F portfolio, value $1,003,114.

    13F-HR 0001542265-26-000001 filed by Gradient Investments 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 1,447 shares
    Change vs previous 13F +355 shares

    0.01% of the 13F portfolio, value $690,265.

    13F-HR 0001542265-25-000007 filed by Gradient Investments 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 1,092 shares
    Change vs previous 13F -6 shares

    0.01% of the 13F portfolio, value $423,951.

    13F-HR 0001542265-25-000004 filed by Gradient Investments 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 1,098 shares
    Change vs previous 13F -70 shares

    0.01% of the 13F portfolio, value $362,285.

    13F-HR 0001542265-25-000003 filed by Gradient Investments 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 1,168 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $423,679.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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