Skip to content
Disclosery

Annis Gardner Whiting Capital Advisors, LLC: CAT position timeline

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

Annis Gardner Whiting Capital Advisors, LLC held 1,609 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,609 shares
    Change vs previous 13F -68 shares

    0.26% of the 13F portfolio, value $1,713,080.

    13F-HR 0001998414-26-000003 filed by Annis Gardner Whiting Capital Advisors, 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 1,677 shares
    Change vs previous 13F +225 shares

    0.19% of the 13F portfolio, value $1,187,791.

    13F-HR 0001998414-26-000002 filed by Annis Gardner Whiting Capital 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 ended2025-12-31
    13F 1,452 shares
    Change vs previous 13F +703 shares

    0.16% of the 13F portfolio, value $832,079.

    13F-HR 0001998414-26-000001 filed by Annis Gardner Whiting Capital 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 749 shares
    Change vs previous 13F -92 shares

    0.07% of the 13F portfolio, value $357,544.

    13F-HR 0001998414-25-000002 filed by Annis Gardner Whiting Capital 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 841 shares
    Change vs previous 13F +110 shares

    0.11% of the 13F portfolio, value $326,538.

    13F-HR 0001855205-25-000043 filed by Annis Gardner Whiting Capital 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 731 shares
    Change vs previous 13F -15 shares

    0.1% of the 13F portfolio, value $241,059.

    13F-HR 0001855205-25-000023 filed by Annis Gardner Whiting Capital 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 ended2024-12-31
    13F 746 shares
    Change vs previous 13F +17 shares

    0.08% of the 13F portfolio, value $270,515.

    13F-HR 0001855205-25-000014 filed by Annis Gardner Whiting Capital 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 ended2024-09-30
    13F 729 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $284,939.

    13F-HR 0001855205-24-000058 filed by Annis Gardner Whiting Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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