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Allied Investment Advisors, LLC: CAT position timeline

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

Allied Investment Advisors, LLC held 19,317 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,317 shares
    Change vs previous 13F -766 shares

    1.48% of the 13F portfolio, value $15,662,030.

    13F-HR 0001729869-26-000006 filed by Allied Investment Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 20,083 shares
    Change vs previous 13F -18,653 shares

    2.69% of the 13F portfolio, value $21,386,387.

    13F-HR 0001729869-26-000004 filed by Allied Investment 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 38,736 shares
    Change vs previous 13F -2,334 shares

    3.93% of the 13F portfolio, value $27,442,907.

    13F-HR 0001729869-26-000003 filed by Allied Investment 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 ended2025-12-31
    13F 41,070 shares
    Change vs previous 13F -2,439 shares

    3.64% of the 13F portfolio, value $23,527,771.

    13F-HR 0001729869-26-000001 filed by Allied Investment 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 ended2025-09-30
    13F 43,509 shares
    Change vs previous 13F -222 shares

    3.3% of the 13F portfolio, value $20,760,319.

    13F-HR 0001729869-25-000009 filed by Allied Investment 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 ended2025-06-30
    13F 43,731 shares
    Change vs previous 13F +747 shares

    2.97% of the 13F portfolio, value $16,976,812.

    13F-HR 0001729869-25-000006 filed by Allied Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 42,984 shares
    Change vs previous 13F +1,217 shares

    2.69% of the 13F portfolio, value $14,176,123.

    13F-HR 0001729869-25-000004 filed by Allied Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 41,767 shares
    Change vs previous 13F not available

    3.05% of the 13F portfolio, value $15,151,397.

    13F-HR 0001729869-25-000002 filed by Allied Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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