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Diversify Advisory Services, LLC: CAT position timeline

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

Diversify Advisory Services, LLC held 12,302 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,302 shares
    Change vs previous 13F +5,571 shares

    0.09% of the 13F portfolio, value $10,743,010.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 6,151 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,151 shares

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

  2. period ended2026-03-31
    13F 6,731 shares
    Change vs previous 13F +1,236 shares

    0.09% of the 13F portfolio, value $5,452,521.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 1,250 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,481 shares

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

  3. period ended2025-12-31
    13F 5,495 shares
    Change vs previous 13F +466 shares

    0.07% of the 13F portfolio, value $3,540,269.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 4,111 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,384 shares

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

  4. period ended2025-09-30
    13F 5,029 shares
    Change vs previous 13F +1 shares

    0.06% of the 13F portfolio, value $2,869,668.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 3,679 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,350 shares

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

  5. period ended2025-06-30
    13F 5,028 shares
    Change vs previous 13F +862 shares

    0.05% of the 13F portfolio, value $2,075,259.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 3,434 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,594 shares

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

  6. period ended2025-03-31
    13F 4,166 shares
    Change vs previous 13F -369 shares

    0.04% of the 13F portfolio, value $1,280,657.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 2,423 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,743 shares

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

  7. period ended2024-12-31
    13F 4,535 shares
    Change vs previous 13F +98 shares

    0.05% of the 13F portfolio, value $1,591,867.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 2,543 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,992 shares

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

  8. period ended2024-09-30
    13F 4,437 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,719,562.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 2,980 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,457 shares

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