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SS&H Financial Advisors, Inc.: CAT position timeline

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

SS&H Financial Advisors, Inc. held 4,475 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,475 shares
    Change vs previous 13F -50 shares

    1.22% of the 13F portfolio, value $4,765,000.

    13F-HR 0001911735-26-000003 filed by SS&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 4,525 shares
    Change vs previous 13F +1,000 shares

    0.76% of the 13F portfolio, value $2,592,000.

    13F-HR 0001911735-26-000001 filed by SS&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 3,525 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $1,681,954.

    13F-HR 0001911735-25-000005 filed by SS&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 3,525 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,368,441.

    13F-HR 0001911735-25-000003 filed by SS&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 3,525 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $1,163,000.

    13F-HR 0001911735-25-000002 filed by SS&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 3,525 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $1,279,000.

    13F-HR 0001911735-25-000001 filed by SS&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 3,525 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,379,000.

    13F-HR 0001911735-24-000004 filed by SS&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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