WestHill Financial Advisors, Inc.: CAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WestHill Financial Advisors, Inc. on CAT, newest first. How the timeline and the estimate are built.
WestHill Financial Advisors, Inc. held 362 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-14.
the latest 13F is the newest step
- period ended2026-09-3013F 362 sharesChange vs previous 13F -479 shares
0.05% of the 13F portfolio, value $293,506.
13F-HR 0002085853-26-001192 filed by WestHill Financial Advisors, Inc.
Accepted , ingested - period ended2026-06-3013F 841 sharesChange vs previous 13F -570 shares
0.15% of the 13F portfolio, value $895,581.
13F-HR 0002085853-26-000786 filed by WestHill Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,411 sharesChange vs previous 13F -25 shares
0.19% of the 13F portfolio, value $999,637.
13F-HR 0002085853-26-000325 filed by WestHill Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,436 sharesChange vs previous 13F +204 shares
0.16% of the 13F portfolio, value $822,641.
13F-HR 0002085853-26-000059 filed by WestHill Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,232 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $587,849.
13F-HR 0002085853-25-000071 filed by WestHill Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,232 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $478,275.
13F-HR 0001667731-25-000752 filed by WestHill Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,232 sharesChange vs previous 13F -154 shares
0.09% of the 13F portfolio, value $406,314.
13F-HR 0001667731-25-000467 filed by WestHill Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,386 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $502,785.
13F-HR 0001667731-25-000194 filed by WestHill Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).