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Innovative Asset Advisors Group, LLC: CAT position timeline

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

Innovative Asset Advisors Group, LLC held 2,190 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,190 shares
    Change vs previous 13F +58 shares

    1.02% of the 13F portfolio, value $2,332,342.

    13F-HR 0002127147-26-000002 filed by Innovative Asset Advisors Group, 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 2,132 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,510,220.

    13F-HR 0002127147-26-000001 filed by Innovative Asset Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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