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Disclosery

Arax Advisory Partners: CAT position timeline

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

Arax Advisory Partners held 42,605 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 42,605 shares
    Change vs previous 13F +38,827 shares

    0.3% of the 13F portfolio, value $45,315,770.

    13F-HR 0001586767-26-000006 filed by Arax Advisory Partners
    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 3,778 shares
    Change vs previous 13F -291 shares

    0.08% of the 13F portfolio, value $2,676,335.

    13F-HR 0001586767-26-000003 filed by Arax Advisory Partners
    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 4,069 shares
    Change vs previous 13F -5,891 shares

    0.07% of the 13F portfolio, value $2,330,979.

    13F-HR 0001586767-26-000001 filed by Arax Advisory Partners
    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 9,960 shares
    Change vs previous 13F +8,810 shares

    0.07% of the 13F portfolio, value $4,756,882.

    13F-HR 0001586767-25-000010 filed by Arax Advisory Partners
    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 1,150 shares
    Change vs previous 13F +83 shares

    0.03% of the 13F portfolio, value $555,351.

    13F-HR 0001586767-25-000008 filed by Arax Advisory Partners
    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 1,067 shares
    Change vs previous 13F -69 shares

    0.02% of the 13F portfolio, value $352,050.

    13F-HR 0001586767-25-000007 filed by Arax Advisory Partners
    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 1,136 shares
    Change vs previous 13F +216 shares

    0.03% of the 13F portfolio, value $412,138.

    13F-HR 0001586767-25-000001 filed by Arax Advisory Partners
    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 920 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $359,728.

    13F-HR 0001586767-24-000006 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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