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SOA Wealth Advisors, LLC.: CAT position timeline

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

SOA Wealth Advisors, LLC. held 848 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 848 shares
    Change vs previous 13F -65 shares

    0.15% of the 13F portfolio, value $902,566.

    13F-HR 0001376474-26-000503 filed by SOA Wealth 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 913 shares
    Change vs previous 13F +95 shares

    0.12% of the 13F portfolio, value $646,892.

    13F-HR 0001376474-26-000388 filed by SOA Wealth 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 818 shares
    Change vs previous 13F +18 shares

    0.08% of the 13F portfolio, value $468,363.

    13F-HR 0001376474-26-000055 filed by SOA Wealth 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 800 shares
    Change vs previous 13F +55 shares

    0.07% of the 13F portfolio, value $381,662.

    13F-HR 0001376474-25-000852 filed by SOA Wealth 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 745 shares
    Change vs previous 13F +430 shares

    0.05% of the 13F portfolio, value $289,234.

    13F-HR 0001376474-25-000638 filed by SOA Wealth 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 315 shares
    Change vs previous 13F +82 shares

    0.02% of the 13F portfolio, value $103,747.

    13F-HR 0001376474-25-000332 filed by SOA Wealth 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 233 shares
    Change vs previous 13F +77 shares

    0.02% of the 13F portfolio, value $84,577.

    13F-HR/A 0001376474-25-000162 filed by SOA Wealth 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/A 156 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $61,040.

    13F-HR/A 0001376474-24-000711 filed by SOA Wealth Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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