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BOS Asset Management, LLC: CAT position timeline

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

BOS Asset Management, LLC held 5,014 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,014 shares
    Change vs previous 13F -50 shares

    0.95% of the 13F portfolio, value $4,065,064.

    13F-HR 0001965814-26-000005 filed by BOS Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,064 shares
    Change vs previous 13F -639 shares

    1.25% of the 13F portfolio, value $5,393,145.

    13F-HR 0001965814-26-000003 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,703 shares
    Change vs previous 13F -429 shares

    1.03% of the 13F portfolio, value $4,040,521.

    13F-HR 0001965814-26-000002 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,132 shares
    Change vs previous 13F -211 shares

    0.94% of the 13F portfolio, value $3,512,839.

    13F-HR 0001965814-26-000001 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,343 shares
    Change vs previous 13F +236 shares

    0.85% of the 13F portfolio, value $3,026,562.

    13F-HR 0001965814-25-000009 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,107 shares
    Change vs previous 13F +3,562 shares

    0.76% of the 13F portfolio, value $2,370,798.

    13F-HR 0001965814-25-000007 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,545 shares
    Change vs previous 13F -18 shares

    0.29% of the 13F portfolio, value $839,341.

    13F-HR 0001965814-25-000006 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,563 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $929,754.

    13F-HR 0001965814-25-000002 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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