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Disclosery

DHJJ Financial Advisors, Ltd.: CAT position timeline

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

DHJJ Financial Advisors, Ltd. held 1,557 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,557 shares
    Change vs previous 13F -3,001 shares

    0.48% of the 13F portfolio, value $1,658,465.

    13F-HR 0001844716-26-000004 filed by DHJJ Financial Advisors, Ltd.
    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 4,558 shares
    Change vs previous 13F -17 shares

    1.07% of the 13F portfolio, value $3,229,437.

    13F-HR 0001844716-26-000002 filed by DHJJ Financial Advisors, Ltd.
    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 4,575 shares
    Change vs previous 13F -280 shares

    0.87% of the 13F portfolio, value $2,620,935.

    13F-HR 0001844716-26-000001 filed by DHJJ Financial Advisors, Ltd.
    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 4,855 shares
    Change vs previous 13F -59 shares

    0.79% of the 13F portfolio, value $2,316,422.

    13F-HR 0001844716-25-000006 filed by DHJJ Financial Advisors, Ltd.
    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 4,914 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $1,907,730.

    13F-HR 0001844716-25-000003 filed by DHJJ Financial Advisors, Ltd.
    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 4,914 shares
    Change vs previous 13F +1 shares

    0.65% of the 13F portfolio, value $1,620,501.

    13F-HR 0001844716-25-000002 filed by DHJJ Financial Advisors, Ltd.
    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 4,913 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $1,782,241.

    13F-HR 0001844716-25-000001 filed by DHJJ Financial Advisors, Ltd.
    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 4,913 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,921,574.

    13F-HR 0001844716-24-000005 filed by DHJJ Financial Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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