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Disclosery

Gladstone Institutional Advisory LLC: CAT position timeline

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

Gladstone Institutional Advisory LLC held 7,673 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,673 shares
    Change vs previous 13F -335 shares

    0.26% of the 13F portfolio, value $8,170,832.

    13F-HR 0001172661-26-002822 filed by Gladstone Institutional Advisory 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 8,008 shares
    Change vs previous 13F +697 shares

    0.21% of the 13F portfolio, value $5,673,572.

    13F-HR 0001172661-26-001910 filed by Gladstone Institutional Advisory 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 7,311 shares
    Change vs previous 13F -305 shares

    0.16% of the 13F portfolio, value $4,188,660.

    13F-HR 0001172661-26-000926 filed by Gladstone Institutional Advisory 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 7,616 shares
    Change vs previous 13F +231 shares

    0.14% of the 13F portfolio, value $3,633,847.

    13F-HR 0001172661-25-004377 filed by Gladstone Institutional Advisory 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 7,385 shares
    Change vs previous 13F +437 shares

    0.12% of the 13F portfolio, value $2,866,750.

    13F-HR 0001172661-25-003042 filed by Gladstone Institutional Advisory 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 6,948 shares
    Change vs previous 13F -2,424 shares

    0.11% of the 13F portfolio, value $2,291,464.

    13F-HR 0001172661-25-002064 filed by Gladstone Institutional Advisory 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 9,372 shares
    Change vs previous 13F -2,073 shares

    0.16% of the 13F portfolio, value $3,399,613.

    13F-HR 0001172661-25-000406 filed by Gladstone Institutional Advisory 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 11,445 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $4,476,271.

    13F-HR 0001172661-24-004379 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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