Advisory Alpha, LLC: CAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Alpha, LLC on CAT, newest first. How the timeline and the estimate are built.
Advisory Alpha, LLC held 7,135 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 7,135 sharesChange vs previous 13F +1,091 shares
0.19% of the 13F portfolio, value $7,600,211.
13F-HR 0001576762-26-000005 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,044 sharesChange vs previous 13F +258 shares
0.12% of the 13F portfolio, value $4,283,137.
13F-HR 0001576762-26-000004 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,786 sharesChange vs previous 13F +315 shares
0.09% of the 13F portfolio, value $3,317,111.
13F-HR 0001576762-26-000001 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,471 sharesChange vs previous 13F +196 shares
0.07% of the 13F portfolio, value $2,685,564.
13F-HR 0001576762-25-000004 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,275 sharesChange vs previous 13F +223 shares
0.06% of the 13F portfolio, value $2,048,108.
13F-HR 0001085146-25-004426 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 5,052 sharesChange vs previous 13F +62 shares
0.06% of the 13F portfolio, value $1,666,304.
13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,990 sharesChange vs previous 13F +163 shares
0.06% of the 13F portfolio, value $1,810,208.
13F-HR 0001085146-25-000310 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,827 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $1,888,506.
13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).