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Schear Investment Advisers, LLC: CAT position timeline

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

Schear Investment Advisers, LLC held 6,794 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,794 shares
    Change vs previous 13F +226 shares

    2.42% of the 13F portfolio, value $7,234,931.

    13F-HR 0001962838-26-000003 filed by Schear Investment Advisers, 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 6,568 shares
    Change vs previous 13F +14 shares

    2.05% of the 13F portfolio, value $4,653,165.

    13F-HR 0001962838-26-000002 filed by Schear Investment Advisers, 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 6,554 shares
    Change vs previous 13F -394 shares

    1.62% of the 13F portfolio, value $3,754,590.

    13F-HR 0001962838-26-000001 filed by Schear Investment Advisers, 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 6,948 shares
    Change vs previous 13F +44 shares

    1.48% of the 13F portfolio, value $3,315,238.

    13F-HR 0002085853-25-000121 filed by Schear Investment Advisers, 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 6,904 shares
    Change vs previous 13F -77 shares

    1.33% of the 13F portfolio, value $2,680,202.

    13F-HR 0001667731-25-001130 filed by Schear Investment Advisers, 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 6,981 shares
    Change vs previous 13F +117 shares

    1.33% of the 13F portfolio, value $2,302,334.

    13F-HR 0001667731-25-000568 filed by Schear Investment Advisers, 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 6,864 shares
    Change vs previous 13F +236 shares

    1.33% of the 13F portfolio, value $2,489,985.

    13F-HR 0001667731-25-000157 filed by Schear Investment Advisers, 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 6,628 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $2,592,343.

    13F-HR 0001962838-24-000004 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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