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Disclosery

HBK Sorce Advisory LLC: CAT position timeline

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

HBK Sorce Advisory LLC held 10,048 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,048 shares
    Change vs previous 13F -30 shares

    0.17% of the 13F portfolio, value $8,752,465.

    13F-HR 0001379995-26-000004 filed by HBK Sorce 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 10,078 shares
    Change vs previous 13F -62 shares

    0.18% of the 13F portfolio, value $9,044,358.

    13F-HR 0001379995-26-000003 filed by HBK Sorce 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 10,140 shares
    Change vs previous 13F -118 shares

    0.17% of the 13F portfolio, value $7,363,366.

    13F-HR 0001379995-26-000002 filed by HBK Sorce 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/A 10,258 shares
    Change vs previous 13F +818 shares

    0.14% of the 13F portfolio, value $5,478,327.

    13F-HR/A 0001379995-25-000010 filed by HBK Sorce 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 9,440 shares
    Change vs previous 13F +31 shares

    0.1% of the 13F portfolio, value $3,664,776.

    13F-HR 0001379995-25-000006 filed by HBK Sorce 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 9,409 shares
    Change vs previous 13F +93 shares

    0.09% of the 13F portfolio, value $3,103,250.

    13F-HR 0001379995-25-000004 filed by HBK Sorce 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 9,316 shares
    Change vs previous 13F +88 shares

    0.1% of the 13F portfolio, value $3,379,435.

    13F-HR 0001379995-25-000002 filed by HBK Sorce 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 9,228 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,609,069.

    13F-HR 0001379995-24-000007 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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