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Disclosery

O'Brien Wealth Partners LLC: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of O'Brien Wealth Partners LLC on CAT, newest first. How the timeline and the estimate are built.

O'Brien Wealth Partners LLC held 2,535 CAT shares at 2025-12-31 per its 13F-HR filed 2026-01-22.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 2,535 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,452,225.

    13F-HR 0001580642-26-000355 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 2,535 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,209,575.

    13F-HR 0001580642-25-006682 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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