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Disclosery

RATIONAL ADVISORS, INC.: CAT position timeline

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

RATIONAL ADVISORS, INC. held 908 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 908 shares
    Change vs previous 13F -884 shares

    0.09% of the 13F portfolio, value $966,929.

    13F-HR 0001580642-26-004576 filed by RATIONAL ADVISORS, INC.
    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 1,792 shares
    Change vs previous 13F -89 shares

    0.13% of the 13F portfolio, value $1,269,561.

    13F-HR 0001580642-26-003009 filed by RATIONAL ADVISORS, INC.
    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 1,881 shares
    Change vs previous 13F +759 shares

    0.11% of the 13F portfolio, value $1,077,569.

    13F-HR 0001580642-26-000967 filed by RATIONAL ADVISORS, INC.
    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 1,122 shares
    Change vs previous 13F -1,111 shares

    0.05% of the 13F portfolio, value $535,363.

    13F-HR 0001580642-25-007222 filed by RATIONAL ADVISORS, INC.
    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 2,233 shares
    Change vs previous 13F -324 shares

    0.09% of the 13F portfolio, value $866,873.

    13F-HR 0001162044-25-000770 filed by RATIONAL ADVISORS, INC.
    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 2,557 shares
    Change vs previous 13F +882 shares

    0.09% of the 13F portfolio, value $843,299.

    13F-HR 0001162044-25-000468 filed by RATIONAL ADVISORS, INC.
    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 1,675 shares
    Change vs previous 13F +1,545 shares

    0.06% of the 13F portfolio, value $607,623.

    13F-HR 0001162044-25-000114 filed by RATIONAL ADVISORS, INC.
    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 130 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $50,846.

    13F-HR 0001162044-24-001178 filed by RATIONAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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