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Oak Asset Management, LLC: CAT position timeline

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

Oak Asset Management, LLC held 4,332 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,332 shares
    Change vs previous 13F -55 shares

    1.48% of the 13F portfolio, value $4,613,147.

    13F-HR 0001726375-26-000003 filed by Oak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 4,387 shares
    Change vs previous 13F -207 shares

    1.07% of the 13F portfolio, value $3,108,014.

    13F-HR 0001726375-26-000002 filed by Oak 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 ended2025-12-31
    13F 4,594 shares
    Change vs previous 13F -56 shares

    0.9% of the 13F portfolio, value $2,631,765.

    13F-HR 0001726375-26-000001 filed by Oak 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 ended2025-09-30
    13F 4,650 shares
    Change vs previous 13F -1,445 shares

    0.76% of the 13F portfolio, value $2,218,748.

    13F-HR 0001726375-25-000003 filed by Oak 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 ended2025-06-30
    13F 6,095 shares
    Change vs previous 13F -25 shares

    0.85% of the 13F portfolio, value $2,366,140.

    13F-HR 0001085146-25-003766 filed by Oak 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 ended2025-03-31
    13F 6,120 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $2,018,376.

    13F-HR 0001085146-25-002040 filed by Oak 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 ended2024-12-31
    13F 6,120 shares
    Change vs previous 13F -25 shares

    0.82% of the 13F portfolio, value $2,220,091.

    13F-HR 0001085146-25-000173 filed by Oak 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 ended2024-09-30
    13F 6,145 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $2,403,432.

    13F-HR 0001085146-24-004681 filed by Oak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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