Skip to content
Disclosery

Valeo Financial Advisors, LLC: CAT position timeline

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

Valeo Financial Advisors, LLC held 32,612 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 32,612 shares
    Change vs previous 13F -579 shares

    0.56% of the 13F portfolio, value $26,443,845.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 33,191 shares
    Change vs previous 13F +11,087 shares

    0.75% of the 13F portfolio, value $35,339,918.

    13F-HR 0001722641-26-000004 filed by Valeo Financial 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 22,104 shares
    Change vs previous 13F -2,291 shares

    0.37% of the 13F portfolio, value $15,653,165.

    13F-HR 0001722641-26-000003 filed by Valeo Financial 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 24,395 shares
    Change vs previous 13F +2,762 shares

    0.31% of the 13F portfolio, value $13,974,888.

    13F-HR 0001722641-26-000001 filed by Valeo Financial 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 21,633 shares
    Change vs previous 13F -9,714 shares

    0.24% of the 13F portfolio, value $10,322,273.

    13F-HR 0001722641-25-000007 filed by Valeo Financial 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/A 31,347 shares
    Change vs previous 13F +11,587 shares

    0.3% of the 13F portfolio, value $12,169,033.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial 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 19,760 shares
    Change vs previous 13F -175 shares

    0.18% of the 13F portfolio, value $6,516,674.

    13F-HR 0001722641-25-000002 filed by Valeo Financial 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 ended2024-12-31
    13F 19,935 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $7,231,661.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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