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Purkiss Capital Advisors LLC: CAT position timeline

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

Purkiss Capital Advisors LLC held 2,258 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 2,258 shares
    Change vs previous 13F +353 shares

    0.92% of the 13F portfolio, value $2,404,752.

    13F-HR 0002053150-26-000003 filed by Purkiss 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 ended2026-03-31
    13F 1,905 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $1,349,570.

    13F-HR 0002053150-26-000002 filed by Purkiss Capital 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 1,905 shares
    Change vs previous 13F -240 shares

    0.51% of the 13F portfolio, value $1,091,280.

    13F-HR 0002053150-26-000001 filed by Purkiss Capital 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 2,145 shares
    Change vs previous 13F +279 shares

    0.49% of the 13F portfolio, value $1,023,455.

    13F-HR 0002053150-25-000007 filed by Purkiss Capital 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 1,866 shares
    Change vs previous 13F +150 shares

    0.4% of the 13F portfolio, value $724,300.

    13F-HR 0002053150-25-000005 filed by Purkiss Capital 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 1,716 shares
    Change vs previous 13F +1,002 shares

    0.43% of the 13F portfolio, value $565,852.

    13F-HR 0002053150-25-000004 filed by Purkiss Capital 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 714 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $259,052.

    13F-HR 0002053150-25-000002 filed by Purkiss Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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