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CAPITAL ADVISORS INC/OK: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPITAL ADVISORS INC/OK on CAT, newest first. How the timeline and the estimate are built.

CAPITAL ADVISORS INC/OK held 4,618 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,618 shares
    Change vs previous 13F +244 shares

    0.07% of the 13F portfolio, value $4,917,494.

    13F-HR 0000860828-26-000004 filed by CAPITAL ADVISORS INC/OK
    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 4,374 shares
    Change vs previous 13F +663 shares

    0.05% of the 13F portfolio, value $3,098,850.

    13F-HR 0000860828-26-000003 filed by CAPITAL ADVISORS INC/OK
    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 3,711 shares
    Change vs previous 13F +467 shares

    0.03% of the 13F portfolio, value $2,125,839.

    13F-HR 0000860828-26-000001 filed by CAPITAL ADVISORS INC/OK
    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 3,244 shares
    Change vs previous 13F +35 shares

    0.03% of the 13F portfolio, value $1,548,065.

    13F-HR 0000860828-25-000007 filed by CAPITAL ADVISORS INC/OK
    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 3,209 shares
    Change vs previous 13F -466 shares

    0.02% of the 13F portfolio, value $1,245,678.

    13F-HR 0000860828-25-000005 filed by CAPITAL ADVISORS INC/OK
    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 3,675 shares
    Change vs previous 13F +702 shares

    0.02% of the 13F portfolio, value $1,211,986.

    13F-HR 0000860828-25-000004 filed by CAPITAL ADVISORS INC/OK
    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 2,973 shares
    Change vs previous 13F +65 shares

    0.02% of the 13F portfolio, value $1,078,537.

    13F-HR 0000860828-25-000003 filed by CAPITAL ADVISORS INC/OK
    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 2,908 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,137,497.

    13F-HR 0000860828-24-000004 filed by CAPITAL ADVISORS INC/OK
    Filed (acceptance time not in the bulk data set), ingested

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