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Arbor Wealth Advisors LLC: CAT position timeline

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

Arbor Wealth Advisors LLC held 2,437 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,437 shares
    Change vs previous 13F 0 shares

    1.23% of the 13F portfolio, value $1,975,895.

    13F-HR 0001754960-26-000835 filed by Arbor Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,437 shares
    Change vs previous 13F 0 shares

    1.59% of the 13F portfolio, value $2,595,161.

    13F-HR 0001754960-26-000446 filed by Arbor Wealth 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 2,437 shares
    Change vs previous 13F 0 shares

    1.21% of the 13F portfolio, value $1,726,517.

    13F-HR 0001754960-26-000315 filed by Arbor Wealth 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 2,437 shares
    Change vs previous 13F 0 shares

    0.99% of the 13F portfolio, value $1,396,084.

    13F-HR 0001754960-26-000024 filed by Arbor Wealth 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 2,437 shares
    Change vs previous 13F 0 shares

    0.87% of the 13F portfolio, value $1,162,815.

    13F-HR 0001754960-25-000656 filed by Arbor Wealth 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 2,437 shares
    Change vs previous 13F 0 shares

    0.77% of the 13F portfolio, value $946,068.

    13F-HR 0001754960-25-000336 filed by Arbor Wealth 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 2,437 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $803,723.

    13F-HR 0001754960-25-000184 filed by Arbor Wealth 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 2,437 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $884,046.

    13F-HR 0001754960-25-000012 filed by Arbor Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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