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Providence Wealth Advisors, LLC: CAT position timeline

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

Providence Wealth Advisors, LLC held 11,040 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,040 shares
    Change vs previous 13F -150 shares

    6.38% of the 13F portfolio, value $10,824,278.

    13F-HR 0001104659-26-088277 filed by Providence Wealth 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 11,190 shares
    Change vs previous 13F +21 shares

    5.21% of the 13F portfolio, value $8,200,285.

    13F-HR 0001104659-26-055545 filed by Providence Wealth 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 11,169 shares
    Change vs previous 13F -127 shares

    4.32% of the 13F portfolio, value $6,916,313.

    13F-HR 0001104659-26-011326 filed by Providence Wealth 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 11,296 shares
    Change vs previous 13F -67 shares

    3.74% of the 13F portfolio, value $5,924,362.

    13F-HR 0001104659-25-106804 filed by Providence Wealth 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 11,363 shares
    Change vs previous 13F +185 shares

    3.24% of the 13F portfolio, value $4,723,825.

    13F-HR 0001104659-25-076741 filed by Providence Wealth 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 11,178 shares
    Change vs previous 13F -111 shares

    2.79% of the 13F portfolio, value $3,683,097.

    13F-HR 0001104659-25-045405 filed by Providence Wealth 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 11,289 shares
    Change vs previous 13F -416 shares

    3.11% of the 13F portfolio, value $4,114,350.

    13F-HR 0001104659-25-011876 filed by Providence Wealth Advisors, LLC
    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 11,705 shares
    Change vs previous 13F not available

    3.36% of the 13F portfolio, value $4,544,961.

    13F-HR 0001104659-24-118470 filed by Providence Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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