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New Age Alpha Advisors, LLC: CAT position timeline

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

New Age Alpha Advisors, LLC held 12,824 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,824 shares
    Change vs previous 13F -213 shares

    0.58% of the 13F portfolio, value $13,656,278.

    13F-HR 0001764807-26-000009 filed by New Age Alpha 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 13,037 shares
    Change vs previous 13F -513 shares

    0.43% of the 13F portfolio, value $9,236,193.

    13F-HR 0001764807-26-000005 filed by New Age Alpha 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 13,550 shares
    Change vs previous 13F -5,053 shares

    0.34% of the 13F portfolio, value $7,762,389.

    13F-HR 0001764807-26-000002 filed by New Age Alpha 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 18,603 shares
    Change vs previous 13F -1,429 shares

    0.37% of the 13F portfolio, value $8,876,421.

    13F-HR 0001764807-25-000004 filed by New Age Alpha 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 20,032 shares
    Change vs previous 13F -442 shares

    0.34% of the 13F portfolio, value $7,776,624.

    13F-HR 0001855205-25-000042 filed by New Age Alpha 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 20,474 shares
    Change vs previous 13F -7,279 shares

    0.3% of the 13F portfolio, value $6,752,326.

    13F-HR 0001855205-25-000022 filed by New Age Alpha 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/A 27,753 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $10,067,679.

    13F-HR/A 0001855205-25-000012 filed by New Age Alpha Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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