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ROI Financial Advisors, LLC: CAT position timeline

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

ROI Financial Advisors, LLC held 2,392 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,392 shares
    Change vs previous 13F +134 shares

    1.32% of the 13F portfolio, value $2,547,633.

    13F-HR 0001941040-26-000606 filed by ROI Financial 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 2,258 shares
    Change vs previous 13F +49 shares

    0.96% of the 13F portfolio, value $1,599,892.

    13F-HR 0001941040-26-000371 filed by ROI Financial 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 2,209 shares
    Change vs previous 13F +233 shares

    0.73% of the 13F portfolio, value $1,265,557.

    13F-HR 0001941040-26-000135 filed by ROI Financial 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 1,976 shares
    Change vs previous 13F +279 shares

    0.56% of the 13F portfolio, value $942,848.

    13F-HR 0001941040-25-000608 filed by ROI Financial 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 1,697 shares
    Change vs previous 13F +69 shares

    0.42% of the 13F portfolio, value $658,792.

    13F-HR 0001941040-25-000430 filed by ROI Financial 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 1,628 shares
    Change vs previous 13F +759 shares

    0.39% of the 13F portfolio, value $536,914.

    13F-HR 0001941040-25-000272 filed by ROI Financial 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 869 shares
    Change vs previous 13F +155 shares

    0.21% of the 13F portfolio, value $315,238.

    13F-HR 0001941040-25-000145 filed by ROI Financial Advisors, 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 714 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $279,260.

    13F-HR 0001941040-24-000470 filed by ROI Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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