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Disclosery

Advisory Services Network, LLC: CAT position timeline

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

Advisory Services Network, LLC held 40,635 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,635 shares
    Change vs previous 13F -185 shares

    0.49% of the 13F portfolio, value $43,273,435.

    13F-HR 0001573876-26-000005 filed by Advisory Services Network, 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 40,820 shares
    Change vs previous 13F +2,971 shares

    0.38% of the 13F portfolio, value $28,920,463.

    13F-HR 0001573876-26-000004 filed by Advisory Services Network, 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 37,849 shares
    Change vs previous 13F -2,703 shares

    0.31% of the 13F portfolio, value $21,682,742.

    13F-HR 0001573876-26-000002 filed by Advisory Services Network, 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 40,552 shares
    Change vs previous 13F +444 shares

    0.28% of the 13F portfolio, value $19,349,516.

    13F-HR 0001573876-25-000020 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 40,108 shares
    Change vs previous 13F +3,079 shares

    0.28% of the 13F portfolio, value $17,568,369.

    13F-HR 0001573876-25-000016 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 37,029 shares
    Change vs previous 13F +963 shares

    0.23% of the 13F portfolio, value $12,212,245.

    13F-HR 0001573876-25-000014 filed by Advisory Services Network, LLC
    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 36,066 shares
    Change vs previous 13F -131 shares

    0.24% of the 13F portfolio, value $13,083,044.

    13F-HR 0001573876-25-000005 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 36,197 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $12,057,267.

    13F-HR 0001573876-24-000011 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

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