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Stokes Capital Advisors, LLC: CAT position timeline

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

Stokes Capital Advisors, LLC held 10,255 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,255 shares
    Change vs previous 13F +236 shares

    1.83% of the 13F portfolio, value $8,314,652.

    13F-HR 0001085146-26-000873 filed by Stokes Capital Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,019 shares
    Change vs previous 13F -1,259 shares

    2.28% of the 13F portfolio, value $10,669,234.

    13F-HR 0001734460-26-000004 filed by Stokes Capital 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 ended2026-03-31
    13F/A 11,278 shares
    Change vs previous 13F -175 shares

    1.79% of the 13F portfolio, value $7,990,012.

    13F-HR/A 0001734460-26-000003 filed by Stokes Capital 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 ended2025-12-31
    13F 11,453 shares
    Change vs previous 13F +320 shares

    1.5% of the 13F portfolio, value $6,561,081.

    13F-HR 0001085146-26-000070 filed by Stokes Capital 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 ended2025-09-30
    13F 11,133 shares
    Change vs previous 13F +449 shares

    1.24% of the 13F portfolio, value $5,312,111.

    13F-HR 0001085146-25-005873 filed by Stokes Capital 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 ended2025-06-30
    13F 10,684 shares
    Change vs previous 13F -249 shares

    1.02% of the 13F portfolio, value $4,147,636.

    13F-HR 0001085146-25-003695 filed by Stokes Capital 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 ended2025-03-31
    13F 10,933 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $3,605,704.

    13F-HR 0001085146-25-002061 filed by Stokes Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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