Rather & Kittrell, Inc. ASTE ASTEC INDS INC COM

Ownership history in Rather & Kittrell, Inc.  ·  16 quarters on record

AI Ownership Summary

Rather & Kittrell, Inc. reported ASTEC INDS INC COM (ASTE) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.32% in 2024 Q1. The latest visible filing shows ASTE at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ASTE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Rather & Kittrell, Inc.'s position in ASTEC INDS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ASTE was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Rather & Kittrell, Inc. held ASTE — position size vs. price
% of Fund (quarterly)    ASTE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 24,388 0% 0.17% $1.1M 2026-02-14 (Est.) $59.14
2025 Q2 UNCHANGED 24,388 0% 0.20% $1.0M 2025-08-12 $44.07
2025 Q1 UNCHANGED 24,388 0% 0.18% $840K 2025-05-15 $41.89
2024 Q4 UNCHANGED 24,388 0% 0.19% $819K 2025-02-13 $32.50
2024 Q3 UNCHANGED 24,388 0% 0.19% $779K 2024-11-01 $31.43
2024 Q2 UNCHANGED 24,388 0% 0.20% $723K 2024-07-29 $33.95
2024 Q1 UNCHANGED 24,388 0% 0.32% $1.1M 2024-04-25 $41.38
2023 Q4 REDUCED 36.8% +15.2% 24,388 -14,208 -36.8% 0.32% $907K 2024-02-02 $35.01
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Rather & Kittrell, Inc. and ASTE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Rather & Kittrell, Inc. reported owning ASTE?

Rather & Kittrell, Inc. reported ASTE across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ASTE position in Rather & Kittrell, Inc.'s portfolio?

The largest reported portfolio weight for ASTE was 0.32% in 2024 Q1.

What is the latest reported ASTE position on this page?

The most recent filing on this page is 2025 Q4, when Rather & Kittrell, Inc. reported 24,388 shares, equal to 0.17% of portfolio, with an estimated market value of $1.1M.

What does the chart on this ASTE ownership page compare?

The chart compares Rather & Kittrell, Inc.'s quarterly ASTE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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