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PFW Advisors LLC: CAT position timeline

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

PFW Advisors LLC held 348 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 348 shares
    Change vs previous 13F +16 shares

    0.08% of the 13F portfolio, value $282,155.

    13F-HR 0001989744-26-000005 filed by PFW Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 332 shares
    Change vs previous 13F +13 shares

    0.1% of the 13F portfolio, value $353,547.

    13F-HR 0001989744-26-000003 filed by PFW 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 ended2026-03-31
    13F 319 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $225,999.

    13F-HR 0001989744-26-000002 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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