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CGN Advisors LLC: CAT position timeline

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

CGN Advisors LLC held 3,662 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,662 shares
    Change vs previous 13F -953 shares

    0.28% of the 13F portfolio, value $3,899,309.

    13F-HR 0001841506-26-000004 filed by CGN 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 4,615 shares
    Change vs previous 13F -351 shares

    0.26% of the 13F portfolio, value $3,269,477.

    13F-HR 0001841506-26-000003 filed by CGN 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 4,966 shares
    Change vs previous 13F -461 shares

    0.23% of the 13F portfolio, value $2,844,902.

    13F-HR 0001841506-26-000001 filed by CGN 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 5,427 shares
    Change vs previous 13F -167 shares

    0.21% of the 13F portfolio, value $2,589,517.

    13F-HR 0001841506-25-000008 filed by CGN 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 5,594 shares
    Change vs previous 13F -994 shares

    0.19% of the 13F portfolio, value $2,171,667.

    13F-HR 0001841506-25-000005 filed by CGN 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 6,588 shares
    Change vs previous 13F +173 shares

    0.21% of the 13F portfolio, value $2,172,739.

    13F-HR 0001841506-25-000002 filed by CGN 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 6,415 shares
    Change vs previous 13F -892 shares

    0.23% of the 13F portfolio, value $2,327,124.

    13F-HR 0001841506-25-000001 filed by CGN 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 7,307 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,857,934.

    13F-HR 0001841506-24-000008 filed by CGN Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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