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Disclosery

Cornerstone Advisors, LLC: CAT position timeline

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

Cornerstone Advisors, LLC held 22,557 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,557 shares
    Change vs previous 13F +22,557 shares

    0.79% of the 13F portfolio, value $24,020,949.

    13F-HR 0001398344-26-013809 filed by Cornerstone 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 0 shares
    Change vs previous 13F -22,826 shares

    13F-HR 0001398344-26-008799 filed by Cornerstone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 22,826 shares
    Change vs previous 13F -23,174 shares

    0.44% of the 13F portfolio, value $13,076,331.

    13F-HR 0001398344-26-003109 filed by Cornerstone 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 46,000 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $21,948,900.

    13F-HR 0001398344-25-020535 filed by Cornerstone 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 46,000 shares
    Change vs previous 13F +9,500 shares

    0.61% of the 13F portfolio, value $17,857,660.

    13F-HR 0001398344-25-014846 filed by Cornerstone 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 36,500 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $12,037,700.

    13F-HR 0001398344-25-009115 filed by Cornerstone 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 36,500 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $13,240,740.

    13F-HR 0001398344-25-002231 filed by Cornerstone 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 36,500 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $14,275,880.

    13F-HR 0001398344-24-020355 filed by Cornerstone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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