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MERCER GLOBAL ADVISORS INC /ADV: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MERCER GLOBAL ADVISORS INC /ADV on CAT, newest first. How the timeline and the estimate are built.

MERCER GLOBAL ADVISORS INC /ADV held 189,337 CAT shares at 2026-06-30 per its 13F-HR/A filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 189,337 shares
    Change vs previous 13F +32,591 shares

    0.25% of the 13F portfolio, value $201,624,842.

    13F-HR/A 0000853758-26-000016 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 156,746 shares
    Change vs previous 13F +211 shares

    0.16% of the 13F portfolio, value $111,047,977.

    13F-HR 0000853758-26-000014 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 156,535 shares
    Change vs previous 13F +16,299 shares

    0.14% of the 13F portfolio, value $92,137,065.

    13F-HR 0000853758-26-000013 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 140,236 shares
    Change vs previous 13F +38,667 shares

    0.11% of the 13F portfolio, value $66,913,860.

    13F-HR 0000853758-25-000007 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 101,569 shares
    Change vs previous 13F -11,257 shares

    0.09% of the 13F portfolio, value $39,432,764.

    13F-HR 0000853758-25-000006 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 112,826 shares
    Change vs previous 13F -524 shares

    0.09% of the 13F portfolio, value $37,198,689.

    13F-HR 0000853758-25-000005 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 113,350 shares
    Change vs previous 13F -27,609 shares

    0.1% of the 13F portfolio, value $41,118,869.

    13F-HR 0000853758-25-000002 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 140,959 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $55,305,568.

    13F-HR 0000853758-24-000010 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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