Skip to content
Disclosery

KPP Advisory Services LLC: CAT position timeline

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

KPP Advisory Services LLC held 2,234 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,234 shares
    Change vs previous 13F -17 shares

    0.3% of the 13F portfolio, value $2,378,991.

    13F-HR 0002085853-26-000853 filed by KPP Advisory Services 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 2,251 shares
    Change vs previous 13F -11 shares

    0.23% of the 13F portfolio, value $1,594,744.

    13F-HR 0002085853-26-000495 filed by KPP Advisory Services 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 2,262 shares
    Change vs previous 13F -26 shares

    0.19% of the 13F portfolio, value $1,295,836.

    13F-HR 0002085853-26-000162 filed by KPP Advisory Services 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 2,288 shares
    Change vs previous 13F +30 shares

    0.16% of the 13F portfolio, value $1,091,722.

    13F-HR 0002085853-25-000214 filed by KPP Advisory Services 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/A 2,258 shares
    Change vs previous 13F +74 shares

    0.14% of the 13F portfolio, value $876,581.

    13F-HR/A 0001667731-25-001015 filed by KPP Advisory Services 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 2,184 shares
    Change vs previous 13F +1,602 shares

    0.14% of the 13F portfolio, value $720,283.

    13F-HR 0001667731-25-000500 filed by KPP Advisory Services 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 582 shares
    Change vs previous 13F -8 shares

    0.05% of the 13F portfolio, value $211,126.

    13F-HR 0001667731-25-000119 filed by KPP Advisory Services 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 590 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $230,762.

    13F-HR 0001989349-24-000002 filed by KPP Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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