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Waverly Advisors, LLC: CAT position timeline

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

Waverly Advisors, LLC held 94,324 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,324 shares
    Change vs previous 13F -9,929 shares

    0.58% of the 13F portfolio, value $100,445,880.

    13F-HR 0001398344-26-014582 filed by Waverly 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 104,253 shares
    Change vs previous 13F +56,087 shares

    0.55% of the 13F portfolio, value $73,859,584.

    13F-HR 0001398344-26-009223 filed by Waverly 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 48,166 shares
    Change vs previous 13F +22,446 shares

    0.22% of the 13F portfolio, value $27,593,264.

    13F-HR 0001398344-26-003224 filed by Waverly 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 25,720 shares
    Change vs previous 13F +1,420 shares

    0.12% of the 13F portfolio, value $12,272,354.

    13F-HR 0001398344-25-020944 filed by Waverly 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 24,300 shares
    Change vs previous 13F +502 shares

    0.1% of the 13F portfolio, value $9,433,648.

    13F-HR 0001398344-25-015429 filed by Waverly 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 23,798 shares
    Change vs previous 13F +2,269 shares

    0.1% of the 13F portfolio, value $7,848,606.

    13F-HR 0001398344-25-009517 filed by Waverly 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 21,529 shares
    Change vs previous 13F +6,978 shares

    0.12% of the 13F portfolio, value $7,809,995.

    13F-HR 0001398344-25-002762 filed by Waverly 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 14,551 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $5,691,159.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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