Evanson Asset Management, LLC: CAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evanson Asset Management, LLC on CAT, newest first. How the timeline and the estimate are built.
Evanson Asset Management, LLC held 1,250 CAT shares at 2026-03-31 per its 13F-HR filed 2026-04-08.
the latest 13F is the newest step
- period ended2026-03-3113F 1,250 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $885,575.
13F-HR 0001626379-26-000002 filed by Evanson Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,250 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $716,088.
13F-HR 0001626379-26-000001 filed by Evanson Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,250 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $596,438.
13F-HR 0001085146-25-005927 filed by Evanson Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,250 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $485,263.
13F-HR 0001085146-25-003862 filed by Evanson Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,250 sharesChange vs previous 13F -100 shares
0.03% of the 13F portfolio, value $412,250.
13F-HR 0001085146-25-002223 filed by Evanson Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,350 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $489,726.
13F-HR 0001085146-25-000238 filed by Evanson Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,350 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $528,012.
13F-HR 0001085146-24-004669 filed by Evanson Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 1,350 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $449,685.
13F-HR 0001085146-24-002926 filed by Evanson Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).