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Disclosery

Innovative Advisory Group, LLC: CAT position timeline

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

Innovative Advisory Group, LLC held 0 CAT shares at 2026-03-31 per its 13F-HR filed 2026-09-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -110 shares

    13F-HR 0001754960-26-000804 filed by Innovative Advisory Group, LLC
    Accepted , ingested

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 110 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $63,016.

    13F-HR 0001754960-26-000810 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  3. period ended2025-09-30
    13F 110 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $52,487.

    13F-HR 0001754960-26-000809 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  4. period ended2025-06-30
    13F 110 shares
    Change vs previous 13F +60 shares

    0.04% of the 13F portfolio, value $42,703.

    13F-HR 0001754960-26-000808 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  5. period ended2025-03-31
    13F 50 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $16,490.

    13F-HR 0001754960-26-000807 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  6. period ended2024-12-31
    13F 50 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $18,138.

    13F-HR 0001754960-26-000806 filed by Innovative Advisory Group, LLC
    Accepted , ingested