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Disclosery

Realta Investment Advisors: CAT position timeline

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

Realta Investment Advisors held 2,305 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,305 shares
    Change vs previous 13F -15 shares

    0.55% of the 13F portfolio, value $1,868,871.

    13F-HR 0001398344-26-018178 filed by Realta Investment Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,320 shares
    Change vs previous 13F -128 shares

    0.77% of the 13F portfolio, value $2,470,568.

    13F-HR 0001398344-26-012286 filed by Realta Investment Advisors
    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 2,448 shares
    Change vs previous 13F -366 shares

    0.6% of the 13F portfolio, value $1,734,424.

    13F-HR 0001398344-26-006814 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,814 shares
    Change vs previous 13F -240 shares

    0.53% of the 13F portfolio, value $1,612,134.

    13F-HR 0001398344-26-000878 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,054 shares
    Change vs previous 13F +326 shares

    0.49% of the 13F portfolio, value $1,457,264.

    13F-HR 0001398344-25-019615 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,728 shares
    Change vs previous 13F +70 shares

    0.42% of the 13F portfolio, value $1,059,057.

    13F-HR 0001398344-25-013484 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,658 shares
    Change vs previous 13F +270 shares

    0.4% of the 13F portfolio, value $876,608.

    13F-HR 0001398344-25-008338 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,388 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $868,731.

    13F-HR 0001398344-25-001199 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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