Rockingstone Advisors LLC: CAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rockingstone Advisors LLC on CAT, newest first. How the timeline and the estimate are built.
Rockingstone Advisors LLC held 929 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 929 sharesChange vs previous 13F -2 shares
0.4% of the 13F portfolio, value $989,292.
13F-HR 0002027176-26-000003 filed by Rockingstone Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 931 sharesChange vs previous 13F -1 shares
0.3% of the 13F portfolio, value $659,576.
13F-HR 0002027176-26-000002 filed by Rockingstone Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 932 sharesChange vs previous 13F -24 shares
0.24% of the 13F portfolio, value $533,915.
13F-HR 0002027176-26-000001 filed by Rockingstone Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 956 sharesChange vs previous 13F -380 shares
0.23% of the 13F portfolio, value $456,155.
13F-HR 0002027176-25-000007 filed by Rockingstone Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,336 sharesChange vs previous 13F 0 shares
0.27% of the 13F portfolio, value $518,649.
13F-HR 0002027176-25-000004 filed by Rockingstone Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,336 sharesChange vs previous 13F +53 shares
0.2% of the 13F portfolio, value $440,613.
13F-HR 0002027176-25-000003 filed by Rockingstone Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,283 sharesChange vs previous 13F +34 shares
0.21% of the 13F portfolio, value $465,421.
13F-HR 0002027176-25-000001 filed by Rockingstone Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,249 sharesChange vs previous 13F not available
0.24% of the 13F portfolio, value $488,509.
13F-HR 0002027176-24-000009 filed by Rockingstone Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).