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Disclosery

Providence Capital Advisors, LLC: CAT position timeline

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

Providence Capital Advisors, LLC held 202 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 202 shares
    Change vs previous 13F +202 shares

    0.03% of the 13F portfolio, value $215,110.

    13F-HR 0001730814-26-000004 filed by Providence Capital 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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -258 shares

    13F-HR 0001730814-25-000002 filed by Providence Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-09-30
    13F 258 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $100,909.

    13F-HR 0001730814-24-000005 filed by Providence Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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