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AVANTAX ADVISORY SERVICES, INC.: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on CAT, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 50,185 CAT shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 50,185 shares
    Change vs previous 13F +1,094 shares

    0.11% of the 13F portfolio, value $19,482,345.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 49,091 shares
    Change vs previous 13F +1,666 shares

    0.1% of the 13F portfolio, value $16,190,170.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 47,425 shares
    Change vs previous 13F +1,659 shares

    0.11% of the 13F portfolio, value $17,203,932.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 45,766 shares
    Change vs previous 13F +2,415 shares

    0.12% of the 13F portfolio, value $17,899,823.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 43,351 shares
    Change vs previous 13F +8,172 shares

    0.1% of the 13F portfolio, value $14,440,287.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 35,179 shares
    Change vs previous 13F +3,958 shares

    0.11% of the 13F portfolio, value $12,890,701.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 31,221 shares
    Change vs previous 13F +3,474 shares

    0.09% of the 13F portfolio, value $9,231,189.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 27,747 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,574,944.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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