Skip to content
Disclosery

Sheaff Brock Investment Advisors, LLC: CAT position timeline

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

Sheaff Brock Investment Advisors, LLC held 16,367 CAT shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 16,367 shares
    Change vs previous 13F -133 shares

    0.5% of the 13F portfolio, value $5,397,879.

    13F-HR 0001666789-25-000004 filed by Sheaff Brock Investment 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 ended2024-12-31
    13F 16,500 shares
    Change vs previous 13F +9,262 shares

    0.52% of the 13F portfolio, value $5,985,606.

    13F-HR 0001666789-25-000001 filed by Sheaff Brock Investment 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 ended2024-09-30
    13F 7,238 shares
    Change vs previous 13F +34 shares

    0.25% of the 13F portfolio, value $2,830,927.

    13F-HR 0001666789-24-000007 filed by Sheaff Brock Investment 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 ended2024-06-30
    13F 7,204 shares
    Change vs previous 13F -982 shares

    0.22% of the 13F portfolio, value $2,399,544.

    13F-HR 0001666789-24-000004 filed by Sheaff Brock Investment 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 ended2024-03-31
    13F 8,186 shares
    Change vs previous 13F -14,816 shares

    0.24% of the 13F portfolio, value $2,999,481.

    13F-HR 0001666789-24-000003 filed by Sheaff Brock Investment 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 ended2023-12-31
    13F 23,002 shares
    Change vs previous 13F -287 shares

    0.61% of the 13F portfolio, value $6,801,137.

    13F-HR 0001666789-24-000001 filed by Sheaff Brock Investment 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 ended2023-09-30
    13F 23,289 shares
    Change vs previous 13F -736 shares

    0.64% of the 13F portfolio, value $6,358,014.

    13F-HR 0001666789-23-000004 filed by Sheaff Brock Investment 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 ended2023-06-30
    13F 24,025 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $5,911,233.

    13F-HR 0001666789-23-000003 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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