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Disclosery

Elevation Advisory Partners LLC: CAT position timeline

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

Elevation Advisory Partners LLC held 3,040 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,040 shares
    Change vs previous 13F -40 shares

    2.69% of the 13F portfolio, value $2,627,783.

    13F-HR 0001986152-26-000133 filed by Elevation Advisory Partners 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 3,080 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $1,968,048.

    13F-HR 0001986152-26-000073 filed by Elevation Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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