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RFG Advisory, LLC: CAT position timeline

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

RFG Advisory, LLC held 9,930 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,930 shares
    Change vs previous 13F +414 shares

    0.17% of the 13F portfolio, value $10,574,902.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 9,516 shares
    Change vs previous 13F +145 shares

    0.12% of the 13F portfolio, value $6,741,625.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 9,371 shares
    Change vs previous 13F +1,559 shares

    0.1% of the 13F portfolio, value $5,368,170.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 7,812 shares
    Change vs previous 13F -192 shares

    0.08% of the 13F portfolio, value $3,727,348.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 8,004 shares
    Change vs previous 13F +1,141 shares

    0.07% of the 13F portfolio, value $3,107,070.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 6,863 shares
    Change vs previous 13F +124 shares

    0.06% of the 13F portfolio, value $2,263,299.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 6,739 shares
    Change vs previous 13F +232 shares

    0.07% of the 13F portfolio, value $2,444,617.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 6,507 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,544,868.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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