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VestGen Advisors, LLC: CAT position timeline

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

VestGen Advisors, LLC held 14,885 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,885 shares
    Change vs previous 13F -1,760 shares

    0.47% of the 13F portfolio, value $15,851,569.

    13F-HR 0002050130-26-000005 filed by VestGen 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 16,645 shares
    Change vs previous 13F +3,579 shares

    0.43% of the 13F portfolio, value $15,182,240.

    13F-HR 0002050130-26-000004 filed by VestGen 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 13,066 shares
    Change vs previous 13F -4,852 shares

    0.32% of the 13F portfolio, value $7,485,058.

    13F-HR 0002050130-26-000001 filed by VestGen 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 17,918 shares
    Change vs previous 13F +6,990 shares

    0.28% of the 13F portfolio, value $8,549,359.

    13F-HR 0002050130-25-000006 filed by VestGen 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 10,928 shares
    Change vs previous 13F +714 shares

    0.17% of the 13F portfolio, value $4,373,288.

    13F-HR 0002050130-25-000005 filed by VestGen 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 10,214 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,368,473.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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