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Disclosery

Cannon Advisors, Inc.: CAT position timeline

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

Cannon Advisors, Inc. held 3,480 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,480 shares
    Change vs previous 13F -4,212 shares

    1.98% of the 13F portfolio, value $3,248,023.

    13F-HR 0001805370-26-000003 filed by Cannon Advisors, Inc.
    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 7,692 shares
    Change vs previous 13F +41 shares

    4.04% of the 13F portfolio, value $5,449,474.

    13F-HR 0001805370-26-000002 filed by Cannon 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 ended2025-12-31
    13F 7,651 shares
    Change vs previous 13F -924 shares

    3.45% of the 13F portfolio, value $4,887,076.

    13F-HR 0001805370-26-000001 filed by Cannon 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 ended2025-09-30
    13F 8,575 shares
    Change vs previous 13F -216 shares

    3% of the 13F portfolio, value $4,463,288.

    13F-HR 0001805370-25-000002 filed by Cannon 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 ended2025-06-30
    13F 8,791 shares
    Change vs previous 13F -141 shares

    2.75% of the 13F portfolio, value $3,412,754.

    13F-HR 0001754960-25-000559 filed by Cannon 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 ended2025-03-31
    13F 8,932 shares
    Change vs previous 13F -283 shares

    2.71% of the 13F portfolio, value $2,945,774.

    13F-HR 0001754960-25-000255 filed by Cannon 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 ended2024-12-31
    13F 9,215 shares
    Change vs previous 13F -261 shares

    2.84% of the 13F portfolio, value $3,342,833.

    13F-HR 0001754960-25-000136 filed by Cannon 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 ended2024-09-30
    13F 9,476 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $3,705,874.

    13F-HR 0001754960-24-000560 filed by Cannon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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