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Pacific Point Advisors, LLC: CAT position timeline

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

Pacific Point Advisors, LLC held 1,610 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 1,610 shares
    Change vs previous 13F -3 shares

    0.78% of the 13F portfolio, value $1,714,489.

    13F-HR 0001951757-26-001050 filed by Pacific Point 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 1,613 shares
    Change vs previous 13F +4 shares

    0.6% of the 13F portfolio, value $1,142,746.

    13F-HR 0001951757-26-000771 filed by Pacific Point 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 1,609 shares
    Change vs previous 13F +9 shares

    0.49% of the 13F portfolio, value $921,748.

    13F-HR 0001951757-26-000256 filed by Pacific Point 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 1,600 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $763,440.

    13F-HR 0001951757-25-001303 filed by Pacific Point 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 1,600 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $621,136.

    13F-HR 0001951757-25-000892 filed by Pacific Point 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 1,600 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $527,680.

    13F-HR 0001951757-25-000477 filed by Pacific Point 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 1,600 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $579,120.

    13F-HR 0001951757-25-000271 filed by Pacific Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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