OneDigital Investment Advisors LLC: CAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OneDigital Investment Advisors LLC on CAT, newest first. How the timeline and the estimate are built.
OneDigital Investment Advisors LLC held 19,425 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 19,425 sharesChange vs previous 13F +1,600 shares
0.17% of the 13F portfolio, value $20,685,886.
13F-HR 0001690370-26-000005 filed by OneDigital Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 17,825 sharesChange vs previous 13F +596 shares
0.12% of the 13F portfolio, value $12,628,630.
13F-HR 0001690370-26-000004 filed by OneDigital Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 17,229 sharesChange vs previous 13F -42 shares
0.1% of the 13F portfolio, value $9,869,974.
13F-HR 0001690370-26-000003 filed by OneDigital Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 17,271 sharesChange vs previous 13F -441 shares
0.08% of the 13F portfolio, value $8,240,638.
13F-HR 0001690370-25-000007 filed by OneDigital Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 17,712 sharesChange vs previous 13F -159 shares
0.08% of the 13F portfolio, value $6,876,062.
13F-HR 0001690370-25-000005 filed by OneDigital Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 17,871 sharesChange vs previous 13F -672 shares
0.07% of the 13F portfolio, value $5,893,810.
13F-HR 0001690370-25-000004 filed by OneDigital Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 18,543 sharesChange vs previous 13F -672 shares
0.08% of the 13F portfolio, value $6,726,629.
13F-HR 0001690370-25-000001 filed by OneDigital Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 19,215 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $7,515,410.
13F-HR 0001690370-24-000005 filed by OneDigital Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).