Trust Investment Advisors: CAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trust Investment Advisors on CAT, newest first. How the timeline and the estimate are built.
Trust Investment Advisors held 5,966 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 5,966 sharesChange vs previous 13F -21 shares
3.03% of the 13F portfolio, value $6,353,283.
13F-HR 0001597690-26-000004 filed by Trust Investment Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,987 sharesChange vs previous 13F -752 shares
2.48% of the 13F portfolio, value $4,241,705.
13F-HR 0001597690-26-000003 filed by Trust Investment Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,739 sharesChange vs previous 13F +274 shares
2.06% of the 13F portfolio, value $3,860,709.
13F-HR 0001597690-26-000002 filed by Trust Investment Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,465 sharesChange vs previous 13F +43 shares
1.73% of the 13F portfolio, value $3,084,726.
13F-HR 0001597690-25-000007 filed by Trust Investment Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,422 sharesChange vs previous 13F -345 shares
1.51% of the 13F portfolio, value $2,493,130.
13F-HR 0001085146-25-004435 filed by Trust Investment Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,767 sharesChange vs previous 13F -454 shares
1.44% of the 13F portfolio, value $2,231,806.
13F-HR 0001085146-25-002550 filed by Trust Investment Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,221 sharesChange vs previous 13F +529 shares
1.67% of the 13F portfolio, value $2,619,560.
13F-HR 0001085146-25-001021 filed by Trust Investment Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,692 sharesChange vs previous 13F not available
1.67% of the 13F portfolio, value $2,617,530.
13F-HR 0001085146-24-005491 filed by Trust Investment Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).