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Disclosery

Apella Capital, LLC: CAT position timeline

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

Apella Capital, LLC held 7,225 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 7,225 shares
    Change vs previous 13F +796 shares

    0.07% of the 13F portfolio, value $5,880,247.

    13F-HR 0001801507-26-000008 filed by Apella Capital, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,429 shares
    Change vs previous 13F +62 shares

    0.09% of the 13F portfolio, value $6,043,593.

    13F-HR 0001801507-26-000006 filed by Apella Capital, 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 6,367 shares
    Change vs previous 13F +2,564 shares

    0.08% of the 13F portfolio, value $5,059,721.

    13F-HR 0001801507-26-000005 filed by Apella Capital, 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 3,803 shares
    Change vs previous 13F +250 shares

    0.04% of the 13F portfolio, value $2,178,779.

    13F-HR 0001801507-26-000004 filed by Apella Capital, 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 3,553 shares
    Change vs previous 13F +256 shares

    0.04% of the 13F portfolio, value $1,922,161.

    13F-HR 0001801507-25-000008 filed by Apella Capital, 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 3,297 shares
    Change vs previous 13F +4 shares

    0.03% of the 13F portfolio, value $1,290,890.

    13F-HR 0001801507-25-000006 filed by Apella Capital, 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 3,293 shares
    Change vs previous 13F +2,455 shares

    0.03% of the 13F portfolio, value $991,292.

    13F-HR 0001801507-25-000005 filed by Apella Capital, 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 838 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $304,068.

    13F-HR 0001801507-25-000001 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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