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Strategic Advisors LLC: CAT position timeline

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

Strategic Advisors LLC held 2,371 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,371 shares
    Change vs previous 13F -4,169 shares

    0.55% of the 13F portfolio, value $2,525,378.

    13F-HR 0001172661-26-002862 filed by Strategic 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 6,540 shares
    Change vs previous 13F +96 shares

    0.77% of the 13F portfolio, value $4,633,590.

    13F-HR 0001172661-26-001974 filed by Strategic 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 6,444 shares
    Change vs previous 13F +195 shares

    0.58% of the 13F portfolio, value $3,691,853.

    13F-HR 0001172661-26-000578 filed by Strategic 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 6,249 shares
    Change vs previous 13F +73 shares

    0.48% of the 13F portfolio, value $2,981,793.

    13F-HR 0001172661-25-004551 filed by Strategic 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 6,176 shares
    Change vs previous 13F +165 shares

    0.47% of the 13F portfolio, value $2,397,418.

    13F-HR 0001172661-25-003059 filed by Strategic 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 6,011 shares
    Change vs previous 13F +287 shares

    0.38% of the 13F portfolio, value $1,982,518.

    13F-HR 0001172661-25-001507 filed by Strategic 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 5,724 shares
    Change vs previous 13F +730 shares

    0.38% of the 13F portfolio, value $2,076,488.

    13F-HR 0001172661-25-000437 filed by Strategic 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 4,994 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,953,401.

    13F-HR 0001172661-24-004183 filed by Strategic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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