Skip to content
Disclosery

Dynamic Advisor Solutions LLC: CAT position timeline

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

Dynamic Advisor Solutions LLC held 24,049 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,049 shares
    Change vs previous 13F +440 shares

    0.73% of the 13F portfolio, value $25,609,387.

    13F-HR 0001599747-26-000004 filed by Dynamic Advisor Solutions 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 23,609 shares
    Change vs previous 13F +2,365 shares

    0.53% of the 13F portfolio, value $16,726,240.

    13F-HR 0001599747-26-000002 filed by Dynamic Advisor Solutions 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 21,244 shares
    Change vs previous 13F -2,579 shares

    0.39% of the 13F portfolio, value $12,170,333.

    13F-HR 0001599747-26-000001 filed by Dynamic Advisor Solutions 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 23,823 shares
    Change vs previous 13F +131 shares

    0.33% of the 13F portfolio, value $11,367,165.

    13F-HR 0001085146-25-005875 filed by Dynamic Advisor Solutions 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 23,692 shares
    Change vs previous 13F -183 shares

    0.28% of the 13F portfolio, value $9,197,603.

    13F-HR 0001085146-25-003617 filed by Dynamic Advisor Solutions 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 23,875 shares
    Change vs previous 13F +352 shares

    0.26% of the 13F portfolio, value $7,874,014.

    13F-HR 0001085146-25-002128 filed by Dynamic Advisor Solutions 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 23,523 shares
    Change vs previous 13F -237 shares

    0.37% of the 13F portfolio, value $8,533,061.

    13F-HR 0001085146-25-000374 filed by Dynamic Advisor Solutions 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 23,760 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $9,292,901.

    13F-HR 0001085146-24-004675 filed by Dynamic Advisor Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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