Skip to content
Disclosery

Clearstead Advisors, LLC: CAT position timeline

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

Clearstead Advisors, LLC held 77,286 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,286 shares
    Change vs previous 13F -14,908 shares

    0.78% of the 13F portfolio, value $82,302,077.

    13F-HR 0000842775-26-000004 filed by Clearstead 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 92,194 shares
    Change vs previous 13F -8,555 shares

    0.6% of the 13F portfolio, value $65,315,933.

    13F-HR 0000842775-26-000003 filed by Clearstead 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 100,749 shares
    Change vs previous 13F -4,018 shares

    0.73% of the 13F portfolio, value $57,716,317.

    13F-HR 0000842775-26-000001 filed by Clearstead 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 104,767 shares
    Change vs previous 13F +5,294 shares

    0.73% of the 13F portfolio, value $49,989,524.

    13F-HR 0000842775-25-000007 filed by Clearstead 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 99,473 shares
    Change vs previous 13F -9,505 shares

    0.54% of the 13F portfolio, value $38,616,588.

    13F-HR 0001708001-25-000003 filed by Clearstead 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 108,978 shares
    Change vs previous 13F +890 shares

    0.56% of the 13F portfolio, value $35,940,882.

    13F-HR 0000842775-25-000005 filed by Clearstead 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 108,088 shares
    Change vs previous 13F -2,240 shares

    0.6% of the 13F portfolio, value $39,210,091.

    13F-HR 0000842775-25-000001 filed by Clearstead 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 110,328 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $43,151,176.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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