Skip to content
Disclosery

Independent Advisor Alliance: CAT position timeline

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

Independent Advisor Alliance held 31,375 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,375 shares
    Change vs previous 13F -755 shares

    0.78% of the 13F portfolio, value $33,410,735.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 32,130 shares
    Change vs previous 13F -17,460 shares

    0.24% of the 13F portfolio, value $22,763,103.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 49,590 shares
    Change vs previous 13F +2,880 shares

    0.69% of the 13F portfolio, value $28,408,415.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 46,710 shares
    Change vs previous 13F +2,091 shares

    0.58% of the 13F portfolio, value $22,287,388.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 44,619 shares
    Change vs previous 13F -1,427 shares

    0.5% of the 13F portfolio, value $17,321,651.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 46,046 shares
    Change vs previous 13F -3,513 shares

    0.5% of the 13F portfolio, value $15,185,919.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 49,559 shares
    Change vs previous 13F +1,193 shares

    0.24% of the 13F portfolio, value $17,977,865.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 48,366 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $18,916,987.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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