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Disclosery

PFG Advisors: CAT position timeline

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

PFG Advisors held 11,057 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,057 shares
    Change vs previous 13F -956 shares

    0.59% of the 13F portfolio, value $11,774,938.

    13F-HR 0001694435-26-000003 filed by PFG 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 12,013 shares
    Change vs previous 13F +329 shares

    0.41% of the 13F portfolio, value $8,510,424.

    13F-HR 0001694435-26-000002 filed by PFG 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 11,684 shares
    Change vs previous 13F -6,194 shares

    0.32% of the 13F portfolio, value $6,693,512.

    13F-HR 0001694435-26-000001 filed by PFG 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 17,878 shares
    Change vs previous 13F +489 shares

    0.35% of the 13F portfolio, value $8,530,457.

    13F-HR 0001694435-25-000003 filed by PFG 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 17,389 shares
    Change vs previous 13F +2,262 shares

    0.31% of the 13F portfolio, value $6,750,500.

    13F-HR 0001085146-25-004663 filed by PFG 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 15,127 shares
    Change vs previous 13F +5,891 shares

    0.28% of the 13F portfolio, value $4,988,729.

    13F-HR 0001085146-25-002613 filed by PFG 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 9,236 shares
    Change vs previous 13F -646 shares

    0.21% of the 13F portfolio, value $3,350,550.

    13F-HR 0001085146-25-000915 filed by PFG 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 9,882 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,865,046.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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