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Disclosery

Occidental Asset Management, LLC: CAT position timeline

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

Occidental Asset Management, LLC held 10,195 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,195 shares
    Change vs previous 13F +105 shares

    1.08% of the 13F portfolio, value $10,856,738.

    13F-HR 0001214659-26-009760 filed by Occidental 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 10,090 shares
    Change vs previous 13F -2,791 shares

    0.85% of the 13F portfolio, value $7,148,216.

    13F-HR 0001214659-26-004706 filed by Occidental 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 12,881 shares
    Change vs previous 13F +129 shares

    0.89% of the 13F portfolio, value $7,379,003.

    13F-HR 0001214659-26-000248 filed by Occidental 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 12,752 shares
    Change vs previous 13F +160 shares

    0.76% of the 13F portfolio, value $6,084,455.

    13F-HR 0001214659-25-015461 filed by Occidental 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 12,592 shares
    Change vs previous 13F -177 shares

    0.67% of the 13F portfolio, value $4,888,168.

    13F-HR 0001214659-25-010386 filed by Occidental 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 12,769 shares
    Change vs previous 13F +1,234 shares

    0.64% of the 13F portfolio, value $4,211,362.

    13F-HR 0001214659-25-007758 filed by Occidental 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 11,535 shares
    Change vs previous 13F +615 shares

    0.65% of the 13F portfolio, value $4,184,556.

    13F-HR 0001214659-25-000577 filed by Occidental 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 10,920 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $4,271,118.

    13F-HR 0001214659-24-017492 filed by Occidental Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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