Skip to content
Disclosery

Sequoia Financial Advisors, LLC: CAT position timeline

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

Sequoia Financial Advisors, LLC held 188,272 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 188,272 shares
    Change vs previous 13F +9,512 shares

    1% of the 13F portfolio, value $200,490,420.

    13F-HR 0001599900-26-000003 filed by Sequoia 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 178,760 shares
    Change vs previous 13F +1,519 shares

    0.71% of the 13F portfolio, value $126,644,051.

    13F-HR 0001599900-26-000002 filed by Sequoia 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 177,241 shares
    Change vs previous 13F +615 shares

    0.57% of the 13F portfolio, value $101,536,375.

    13F-HR 0001599900-26-000001 filed by Sequoia 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 176,626 shares
    Change vs previous 13F +5,675 shares

    0.51% of the 13F portfolio, value $84,277,310.

    13F-HR 0001599900-25-000004 filed by Sequoia 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/A 170,951 shares
    Change vs previous 13F +45,522 shares

    0.45% of the 13F portfolio, value $66,365,096.

    13F-HR 0001085146-25-004180 filed by Sequoia 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/A 125,429 shares
    Change vs previous 13F +4,218 shares

    0.32% of the 13F portfolio, value $41,366,551.

    13F-HR 0001085146-25-002275 filed by Sequoia 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/A 121,211 shares
    Change vs previous 13F +45,765 shares

    0.42% of the 13F portfolio, value $43,970,455.

    13F-HR/A 0001085146-25-004759 filed by Sequoia 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 75,446 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $29,508,574.

    13F-HR 0001085146-24-005038 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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