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Disclosery

Capital Asset Advisory Services LLC: CAT position timeline

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

Capital Asset Advisory Services LLC held 7,777 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 7,777 shares
    Change vs previous 13F -122 shares

    0.3% of the 13F portfolio, value $8,281,811.

    13F-HR 0001941040-26-000611 filed by Capital Asset Advisory Services 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 7,899 shares
    Change vs previous 13F -701 shares

    0.24% of the 13F portfolio, value $6,306,523.

    13F-HR 0001941040-26-000267 filed by Capital Asset Advisory Services 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 8,600 shares
    Change vs previous 13F -1,787 shares

    0.22% of the 13F portfolio, value $5,358,499.

    13F-HR 0001941040-26-000010 filed by Capital Asset Advisory Services 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 10,387 shares
    Change vs previous 13F +516 shares

    0.21% of the 13F portfolio, value $4,956,364.

    13F-HR 0001941040-25-000533 filed by Capital Asset Advisory Services 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 9,871 shares
    Change vs previous 13F -3,449 shares

    0.18% of the 13F portfolio, value $3,858,667.

    13F-HR 0001941040-25-000332 filed by Capital Asset Advisory Services 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 13,320 shares
    Change vs previous 13F +5,682 shares

    0.23% of the 13F portfolio, value $4,457,616.

    13F-HR 0001941040-25-000196 filed by Capital Asset Advisory Services 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 7,638 shares
    Change vs previous 13F -18 shares

    0.14% of the 13F portfolio, value $2,778,559.

    13F-HR 0001398344-25-000896 filed by Capital Asset Advisory Services 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 7,656 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,970,113.

    13F-HR 0001398344-24-018961 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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