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Arkadios Wealth Advisors: CAT position timeline

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

Arkadios Wealth Advisors held 20,184 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 20,184 shares
    Change vs previous 13F -3,378 shares

    0.33% of the 13F portfolio, value $21,494,389.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 23,562 shares
    Change vs previous 13F +43 shares

    0.28% of the 13F portfolio, value $16,693,005.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 23,519 shares
    Change vs previous 13F +1,903 shares

    0.27% of the 13F portfolio, value $13,473,511.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 21,616 shares
    Change vs previous 13F +2,122 shares

    0.25% of the 13F portfolio, value $10,314,243.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 19,494 shares
    Change vs previous 13F +6,873 shares

    0.23% of the 13F portfolio, value $7,568,000.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 12,621 shares
    Change vs previous 13F +6,187 shares

    0.16% of the 13F portfolio, value $4,162,378.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 6,434 shares
    Change vs previous 13F -237 shares

    0.13% of the 13F portfolio, value $2,334,021.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 6,671 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,609,048.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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