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Aletheian Wealth Advisors LLC: CAT position timeline

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

Aletheian Wealth Advisors LLC held 692 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 692 shares
    Change vs previous 13F +14 shares

    0.23% of the 13F portfolio, value $561,067.

    13F-HR 0002085853-26-001109 filed by Aletheian Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 678 shares
    Change vs previous 13F +42 shares

    0.31% of the 13F portfolio, value $722,002.

    13F-HR 0002085853-26-000663 filed by Aletheian Wealth Advisors 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 636 shares
    Change vs previous 13F -63 shares

    0.22% of the 13F portfolio, value $450,581.

    13F-HR 0002085853-26-000305 filed by Aletheian Wealth Advisors 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 699 shares
    Change vs previous 13F -12 shares

    0.16% of the 13F portfolio, value $333,528.

    13F-HR 0002085853-25-000252 filed by Aletheian Wealth Advisors 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 711 shares
    Change vs previous 13F -4 shares

    0.14% of the 13F portfolio, value $276,017.

    13F-HR 0001667731-25-000729 filed by Aletheian Wealth Advisors 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 715 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $235,807.

    13F-HR 0001667731-25-000380 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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