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Kestra Advisory Services, LLC: CAT position timeline

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

Kestra Advisory Services, LLC held 247,053 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 247,053 shares
    Change vs previous 13F -14,000 shares

    0.58% of the 13F portfolio, value $263,086,868.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 37,023 shares
    • Kestra Advisory Services, LLC: 208,164 shares
    • Kestra Investment Management, LLC: 1,866 shares

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

  2. period ended2026-03-31
    13F 261,053 shares
    Change vs previous 13F +14,939 shares

    0.46% of the 13F portfolio, value $184,945,388.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 39,023 shares
    • Kestra Advisory Services, LLC: 219,586 shares
    • Kestra Investment Management, LLC: 2,444 shares

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

  3. period ended2025-12-31
    13F 246,114 shares
    Change vs previous 13F +15,162 shares

    0.39% of the 13F portfolio, value $140,991,329.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 41,320 shares
    • Kestra Advisory Services, LLC: 202,090 shares
    • Kestra Investment Management, LLC: 2,704 shares

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

  4. period ended2025-09-30
    13F 230,952 shares
    Change vs previous 13F +12,610 shares

    0.33% of the 13F portfolio, value $110,198,913.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 43,229 shares
    • Kestra Advisory Services, LLC: 184,950 shares
    • Kestra Investment Management, LLC: 2,773 shares

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

  5. period ended2025-06-30
    13F/A 218,342 shares
    Change vs previous 13F +8,817 shares

    0.28% of the 13F portfolio, value $84,762,304.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 48,664 shares
    • Kestra Advisory Services, LLC: 166,388 shares
    • Kestra Investment Management, LLC: 3,290 shares

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

  6. period ended2025-03-31
    13F/A 209,525 shares
    Change vs previous 13F -983 shares

    0.23% of the 13F portfolio, value $69,101,346.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 47,068 shares
    • Kestra Advisory Services, LLC: 160,397 shares
    • Kestra Investment Management, LLC: 2,060 shares

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

  7. period ended2024-12-31
    13F 210,508 shares
    Change vs previous 13F +19,553 shares

    0.29% of the 13F portfolio, value $76,364,044.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 45,239 shares
    • Kestra Advisory Services, LLC: 163,946 shares
    • Kestra Investment Management, LLC: 1,323 shares

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

  8. period ended2024-09-30
    13F 190,955 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $74,686,435.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 32,483 shares
    • Kestra Advisory Services, LLC: 157,467 shares
    • Kestra Investment Management, LLC: 1,005 shares

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