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Disclosery

Oak Harvest Investment Services: CAT position timeline

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

Oak Harvest Investment Services held 13,954 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,954 shares
    Change vs previous 13F +10,203 shares

    1.39% of the 13F portfolio, value $14,859,935.

    13F-HR 0001839430-26-000006 filed by Oak Harvest Investment Services
    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 3,751 shares
    Change vs previous 13F -107 shares

    0.28% of the 13F portfolio, value $2,657,676.

    13F-HR 0001839430-26-000004 filed by Oak Harvest Investment Services
    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 3,858 shares
    Change vs previous 13F -90 shares

    0.24% of the 13F portfolio, value $2,210,221.

    13F-HR 0001839430-26-000001 filed by Oak Harvest Investment Services
    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 3,948 shares
    Change vs previous 13F -359 shares

    0.22% of the 13F portfolio, value $1,883,760.

    13F-HR 0001839430-25-000007 filed by Oak Harvest Investment Services
    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 4,307 shares
    Change vs previous 13F -12 shares

    0.21% of the 13F portfolio, value $1,672,155.

    13F-HR 0001839430-25-000005 filed by Oak Harvest Investment Services
    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 4,319 shares
    Change vs previous 13F -36 shares

    0.2% of the 13F portfolio, value $1,424,414.

    13F-HR 0001839430-25-000004 filed by Oak Harvest Investment Services
    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 4,355 shares
    Change vs previous 13F +115 shares

    0.22% of the 13F portfolio, value $1,579,938.

    13F-HR 0001667731-25-000101 filed by Oak Harvest Investment Services
    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 4,240 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,658,179.

    13F-HR 0001839430-24-000008 filed by Oak Harvest Investment Services
    Filed (acceptance time not in the bulk data set), ingested

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