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Ballew Advisors, Inc: CAT position timeline

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

Ballew Advisors, Inc held 732 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 732 shares
    Change vs previous 13F +8 shares

    0.31% of the 13F portfolio, value $618,482.

    13F-HR 0001580642-26-006728 filed by Ballew Advisors, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 724 shares
    Change vs previous 13F -11 shares

    0.36% of the 13F portfolio, value $697,525.

    13F-HR 0001580642-26-004238 filed by Ballew Advisors, Inc
    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 735 shares
    Change vs previous 13F -98 shares

    0.33% of the 13F portfolio, value $578,477.

    13F-HR 0001580642-26-002441 filed by Ballew Advisors, Inc
    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 833 shares
    Change vs previous 13F -7 shares

    0.3% of the 13F portfolio, value $530,158.

    13F-HR 0001580642-26-000257 filed by Ballew Advisors, Inc
    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 840 shares
    Change vs previous 13F -9 shares

    0.25% of the 13F portfolio, value $443,338.

    13F-HR 0001580642-25-006581 filed by Ballew Advisors, Inc
    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 849 shares
    Change vs previous 13F -29 shares

    0.2% of the 13F portfolio, value $337,908.

    13F-HR 0001580642-25-004115 filed by Ballew Advisors, Inc
    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 878 shares
    Change vs previous 13F +91 shares

    0.17% of the 13F portfolio, value $257,651.

    13F-HR 0001580642-25-002392 filed by Ballew Advisors, Inc
    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 787 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $285,181.

    13F-HR 0001580642-25-000325 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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