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Disclosery

Mutual Advisors, LLC: CAT position timeline

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

Mutual Advisors, LLC held 20,683 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,683 shares
    Change vs previous 13F +1,362 shares

    0.42% of the 13F portfolio, value $22,024,907.

    13F-HR 0001986152-26-000154 filed by Mutual Advisors, 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 19,321 shares
    Change vs previous 13F +1,367 shares

    0.29% of the 13F portfolio, value $13,688,231.

    13F-HR 0001986152-26-000054 filed by Mutual Advisors, 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 17,954 shares
    Change vs previous 13F -301 shares

    0.22% of the 13F portfolio, value $10,285,509.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, 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 18,255 shares
    Change vs previous 13F -1,348 shares

    0.21% of the 13F portfolio, value $9,501,625.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, 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 19,603 shares
    Change vs previous 13F -487 shares

    0.21% of the 13F portfolio, value $8,502,764.

    13F-HR 0001986152-25-000050 filed by Mutual Advisors, 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 20,090 shares
    Change vs previous 13F +2,490 shares

    0.18% of the 13F portfolio, value $6,156,706.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, 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 17,600 shares
    Change vs previous 13F -1,301 shares

    0.19% of the 13F portfolio, value $6,697,538.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, 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 18,901 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $7,315,650.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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