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Disclosery

Old Port Advisors: CAT position timeline

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

Old Port Advisors held 7,489 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,489 shares
    Change vs previous 13F +69 shares

    1.57% of the 13F portfolio, value $7,975,551.

    13F-HR 0001744348-26-000003 filed by Old Port Advisors
    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 7,420 shares
    Change vs previous 13F +39 shares

    1.21% of the 13F portfolio, value $5,256,773.

    13F-HR 0001744348-26-000002 filed by Old Port Advisors
    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 7,381 shares
    Change vs previous 13F -82 shares

    1.04% of the 13F portfolio, value $4,228,353.

    13F-HR 0001744348-26-000001 filed by Old Port Advisors
    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 7,463 shares
    Change vs previous 13F -85 shares

    0.9% of the 13F portfolio, value $3,560,970.

    13F-HR 0001744348-25-000006 filed by Old Port Advisors
    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 7,548 shares
    Change vs previous 13F -176 shares

    0.8% of the 13F portfolio, value $2,930,209.

    13F-HR 0001744348-25-000004 filed by Old Port Advisors
    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 7,724 shares
    Change vs previous 13F -150 shares

    0.76% of the 13F portfolio, value $2,547,375.

    13F-HR 0001744348-25-000003 filed by Old Port Advisors
    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 7,874 shares
    Change vs previous 13F -48 shares

    0.82% of the 13F portfolio, value $2,856,372.

    13F-HR 0001744348-25-000001 filed by Old Port Advisors
    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 7,922 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $3,098,453.

    13F-HR 0001744348-24-000004 filed by Old Port Advisors
    Filed (acceptance time not in the bulk data set), ingested

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