SIGNATURE ESTATE & INVESTMENT ADVISORS LLC: CAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SIGNATURE ESTATE & INVESTMENT ADVISORS LLC on CAT, newest first. How the timeline and the estimate are built.
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC held 1,758 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 1,758 sharesChange vs previous 13F +57 shares
0.03% of the 13F portfolio, value $1,425,366.
13F-HR 0001079935-26-000006 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Accepted , ingested - period ended2026-06-3013F 1,701 sharesChange vs previous 13F -172 shares
0.03% of the 13F portfolio, value $1,806,926.
13F-HR 0001079935-26-000004 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,873 sharesChange vs previous 13F +132 shares
0.03% of the 13F portfolio, value $1,326,599.
13F-HR 0001079935-26-000003 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,741 sharesChange vs previous 13F +197 shares
0.02% of the 13F portfolio, value $997,472.
13F-HR 0001079935-26-000001 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,544 sharesChange vs previous 13F -3 shares
0.02% of the 13F portfolio, value $736,644.
13F-HR 0001079935-25-000004 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,547 sharesChange vs previous 13F -133 shares
0.01% of the 13F portfolio, value $600,317.
13F-HR 0001811480-25-000006 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,680 sharesChange vs previous 13F +44 shares
0.01% of the 13F portfolio, value $554,019.
13F-HR 0001811480-25-000004 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,636 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $593,240.
13F-HR 0001811480-25-000002 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).