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Bellwether Advisors, LLC: CAT position timeline

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

Bellwether Advisors, LLC held 1,324 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,324 shares
    Change vs previous 13F -5,335 shares

    0.21% of the 13F portfolio, value $1,409,928.

    13F-HR 0001819815-26-000003 filed by Bellwether 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 6,659 shares
    Change vs previous 13F -442 shares

    0.8% of the 13F portfolio, value $4,717,635.

    13F-HR 0001819815-26-000002 filed by Bellwether 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 7,101 shares
    Change vs previous 13F +2,133 shares

    0.65% of the 13F portfolio, value $4,067,950.

    13F-HR 0001819815-26-000001 filed by Bellwether 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 4,968 shares
    Change vs previous 13F +4,828 shares

    0.39% of the 13F portfolio, value $2,370,481.

    13F-HR 0001819815-25-000006 filed by Bellwether 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 140 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $54,349.

    13F-HR 0001819815-25-000003 filed by Bellwether 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 140 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $46,172.

    13F-HR 0001946654-25-000004 filed by Bellwether 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 140 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $50,786.

    13F-HR 0001819815-25-000001 filed by Bellwether Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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