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Disclosery

ADE, LLC: CAT position timeline

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

ADE, LLC held 1,029 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,029 shares
    Change vs previous 13F -61 shares

    0.46% of the 13F portfolio, value $1,095,848.

    13F-HR 0001845950-26-000005 filed by ADE, 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 1,090 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $772,264.

    13F-HR 0001845950-26-000004 filed by ADE, 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 1,090 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $624,463.

    13F-HR 0001845950-26-000002 filed by ADE, 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 1,090 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $520,123.

    13F-HR 0001845950-25-000003 filed by ADE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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