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Wellington Shields Capital Management, LLC: CAT position timeline

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

Wellington Shields Capital Management, LLC held 10,196 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,196 shares
    Change vs previous 13F -193 shares

    0.88% of the 13F portfolio, value $10,857,720.

    13F-HR 0001506073-26-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 289 shares
    • Wellington Shields & Co., LLC: 9,907 shares

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

  2. period ended2026-03-31
    13F 10,389 shares
    Change vs previous 13F +222 shares

    0.7% of the 13F portfolio, value $7,360,240.

    13F-HR 0001506073-26-000002 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 906 shares
    • Wellington Shields & Co., LLC: 9,483 shares

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

  3. period ended2025-12-31
    13F 10,167 shares
    Change vs previous 13F +509 shares

    0.53% of the 13F portfolio, value $5,824,370.

    13F-HR 0001506073-26-000001 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 750 shares
    • Wellington Shields & Co., LLC: 9,417 shares

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

  4. period ended2025-09-30
    13F 9,658 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $4,608,315.

    13F-HR 0001506073-25-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 750 shares
    • Wellington Shields & Co., LLC: 8,908 shares

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

  5. period ended2025-06-30
    13F 9,658 shares
    Change vs previous 13F -229 shares

    0.4% of the 13F portfolio, value $3,749,333.

    13F-HR 0000825293-25-000007 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 750 shares
    • Wellington Shields & Co., LLC: 8,908 shares

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

  6. period ended2025-03-31
    13F 9,887 shares
    Change vs previous 13F -1,021 shares

    0.37% of the 13F portfolio, value $3,260,733.

    13F-HR 0000825293-25-000004 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 250 shares
    • Wellington Shields & Co., LLC: 9,637 shares

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

  7. period ended2024-12-31
    13F 10,908 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $3,956,986.

    13F-HR 0001506071-25-000002 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 1,300 shares
    • Wellington Shields & Co., LLC: 9,608 shares

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

  8. period ended2024-09-30
    13F 10,908 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $4,266,337.

    13F-HR 0001506071-24-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 1,300 shares
    • Wellington Shields & Co., LLC: 9,608 shares

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