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Aptus Capital Advisors, LLC: CAT position timeline

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

Aptus Capital Advisors, LLC held 58,020 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 58,020 shares
    Change vs previous 13F -20,765 shares

    0.45% of the 13F portfolio, value $61,785,764.

    13F-HR 0001398344-26-014189 filed by Aptus 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 78,785 shares
    Change vs previous 13F -13,840 shares

    0.47% of the 13F portfolio, value $55,816,159.

    13F-HR 0001398344-26-008931 filed by Aptus 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 92,625 shares
    Change vs previous 13F +2,194 shares

    0.45% of the 13F portfolio, value $53,062,160.

    13F-HR 0001398344-26-003004 filed by Aptus 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 90,431 shares
    Change vs previous 13F -4,484 shares

    0.39% of the 13F portfolio, value $43,149,175.

    13F-HR 0001398344-25-020792 filed by Aptus 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 94,915 shares
    Change vs previous 13F -13,219 shares

    0.36% of the 13F portfolio, value $36,846,854.

    13F-HR 0001398344-25-014888 filed by Aptus 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 108,134 shares
    Change vs previous 13F +12,025 shares

    0.4% of the 13F portfolio, value $35,662,732.

    13F-HR 0001398344-25-009294 filed by Aptus 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 96,109 shares
    Change vs previous 13F +15,544 shares

    0.41% of the 13F portfolio, value $34,864,351.

    13F-HR 0001398344-25-002922 filed by Aptus 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 80,565 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $31,510,584.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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