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Geller Advisors LLC: CAT position timeline

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

Geller Advisors LLC held 1,850 CAT shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 1,850 shares
    Change vs previous 13F -1,194 shares

    0.04% of the 13F portfolio, value $671,106.

    13F-HR 0001172661-25-001093 filed by Geller 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 ended2024-09-30
    13F 3,044 shares
    Change vs previous 13F -3 shares

    0.08% of the 13F portfolio, value $1,190,569.

    13F-HR 0001172661-24-005341 filed by Geller Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 3,047 shares
    Change vs previous 13F +41 shares

    0.08% of the 13F portfolio, value $1,014,956.

    13F-HR 0001172661-24-003307 filed by Geller 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 ended2024-03-31
    13F 3,006 shares
    Change vs previous 13F -32 shares

    0.09% of the 13F portfolio, value $1,101,489.

    13F-HR 0001172661-24-002269 filed by Geller 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 ended2023-12-31
    13F 3,038 shares
    Change vs previous 13F -25 shares

    0.09% of the 13F portfolio, value $898,245.

    13F-HR 0001172661-24-001233 filed by Geller 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 ended2023-09-30
    13F 3,063 shares
    Change vs previous 13F +17 shares

    0.1% of the 13F portfolio, value $836,199.

    13F-HR 0001172661-23-003797 filed by Geller 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 ended2023-06-30
    13F 3,046 shares
    Change vs previous 13F +1,027 shares

    0.09% of the 13F portfolio, value $749,468.

    13F-HR 0001172661-23-002832 filed by Geller 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 ended2023-03-31
    13F 2,019 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $462,028.

    13F-HR 0001172661-23-002085 filed by Geller Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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