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BARNES PETTEY FINANCIAL ADVISORS, LLC: CAT position timeline

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

BARNES PETTEY FINANCIAL ADVISORS, LLC held 670 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 670 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $713,483.

    13F-HR 0001765380-26-000230 filed by BARNES PETTEY FINANCIAL ADVISORS, 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 670 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $474,668.

    13F-HR 0001765380-26-000124 filed by BARNES PETTEY FINANCIAL 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 ended2025-12-31
    13F 670 shares
    Change vs previous 13F -19 shares

    0.19% of the 13F portfolio, value $383,823.

    13F-HR 0001765380-26-000058 filed by BARNES PETTEY FINANCIAL 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 ended2025-09-30
    13F 689 shares
    Change vs previous 13F +39 shares

    0.18% of the 13F portfolio, value $328,756.

    13F-HR 0001765380-25-000470 filed by BARNES PETTEY FINANCIAL 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 ended2025-06-30
    13F 650 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $252,337.

    13F-HR 0001765380-25-000344 filed by BARNES PETTEY FINANCIAL 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 ended2025-03-31
    13F 650 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $214,370.

    13F-HR 0001908288-25-000002 filed by BARNES PETTEY FINANCIAL 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 ended2024-12-31
    13F 650 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $235,794.

    13F-HR 0001908288-25-000001 filed by BARNES PETTEY FINANCIAL 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 ended2024-09-30
    13F 650 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $254,228.

    13F-HR 0001908288-24-000005 filed by BARNES PETTEY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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