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Canvas Wealth Advisors, LLC: CAT position timeline

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

Canvas Wealth Advisors, LLC held 790 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 790 shares
    Change vs previous 13F -147 shares

    0.12% of the 13F portfolio, value $841,271.

    13F-HR 0001858782-26-000008 filed by Canvas Wealth 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 937 shares
    Change vs previous 13F -90 shares

    0.11% of the 13F portfolio, value $663,827.

    13F-HR 0001858782-26-000004 filed by Canvas Wealth 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 1,027 shares
    Change vs previous 13F +7 shares

    0.1% of the 13F portfolio, value $588,337.

    13F-HR 0001858782-26-000002 filed by Canvas Wealth 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 1,020 shares
    Change vs previous 13F -32 shares

    0.09% of the 13F portfolio, value $507,807.

    13F-HR 0001858782-25-000005 filed by Canvas Wealth 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 1,052 shares
    Change vs previous 13F +124 shares

    0.09% of the 13F portfolio, value $455,453.

    13F-HR 0001085146-25-004300 filed by Canvas Wealth 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 928 shares
    Change vs previous 13F +15 shares

    0.07% of the 13F portfolio, value $270,206.

    13F-HR 0001085146-25-002312 filed by Canvas Wealth 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 913 shares
    Change vs previous 13F +86 shares

    0.08% of the 13F portfolio, value $331,200.

    13F-HR 0001085146-25-000566 filed by Canvas Wealth 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 827 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $323,456.

    13F-HR 0001085146-24-004886 filed by Canvas Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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