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Disclosery

Cape Investment Advisory, Inc.: CAT position timeline

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

Cape Investment Advisory, Inc. held 436 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 436 shares
    Change vs previous 13F +22 shares

    0.09% of the 13F portfolio, value $353,529.

    13F-HR 0001944437-26-000005 filed by Cape Investment Advisory, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 414 shares
    Change vs previous 13F +8 shares

    0.12% of the 13F portfolio, value $440,868.

    13F-HR 0001944437-26-000004 filed by Cape Investment Advisory, 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 406 shares
    Change vs previous 13F -99 shares

    0.1% of the 13F portfolio, value $287,635.

    13F-HR 0001944437-26-000002 filed by Cape Investment Advisory, 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 505 shares
    Change vs previous 13F +368 shares

    0.09% of the 13F portfolio, value $289,299.

    13F-HR 0001944437-26-000001 filed by Cape Investment Advisory, 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 137 shares
    Change vs previous 13F -315 shares

    0.06% of the 13F portfolio, value $65,370.

    13F-HR 0001944437-25-000006 filed by Cape Investment Advisory, 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 452 shares
    Change vs previous 13F +4 shares

    0.06% of the 13F portfolio, value $175,471.

    13F-HR 0001944437-25-000005 filed by Cape Investment Advisory, 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 448 shares
    Change vs previous 13F -23 shares

    0.06% of the 13F portfolio, value $147,750.

    13F-HR 0001944437-25-000002 filed by Cape Investment Advisory, 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 471 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $170,860.

    13F-HR 0001944437-25-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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