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Disclosery

Avestar Capital, LLC: CAT position timeline

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

Avestar Capital, LLC held 3,395 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,395 shares
    Change vs previous 13F +88 shares

    0.21% of the 13F portfolio, value $3,615,335.

    13F-HR 0001172661-26-002931 filed by Avestar Capital, 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 3,307 shares
    Change vs previous 13F +128 shares

    0.16% of the 13F portfolio, value $2,342,877.

    13F-HR 0001172661-26-001783 filed by Avestar Capital, 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 3,179 shares
    Change vs previous 13F +45 shares

    0.13% of the 13F portfolio, value $1,821,154.

    13F-HR 0001172661-26-000595 filed by Avestar Capital, 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 3,134 shares
    Change vs previous 13F -239 shares

    0.11% of the 13F portfolio, value $1,495,388.

    13F-HR 0001172661-25-004634 filed by Avestar Capital, 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 3,373 shares
    Change vs previous 13F -204 shares

    0.1% of the 13F portfolio, value $1,309,432.

    13F-HR 0001172661-25-003198 filed by Avestar Capital, 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 3,577 shares
    Change vs previous 13F +26 shares

    0.11% of the 13F portfolio, value $1,179,695.

    13F-HR 0001172661-25-001854 filed by Avestar Capital, 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 3,551 shares
    Change vs previous 13F +337 shares

    0.12% of the 13F portfolio, value $1,288,161.

    13F-HR 0001172661-25-000413 filed by Avestar Capital, 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 3,214 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,257,060.

    13F-HR 0001172661-24-004603 filed by Avestar Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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