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OPTIMUM INVESTMENT ADVISORS: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OPTIMUM INVESTMENT ADVISORS on CAT, newest first. How the timeline and the estimate are built.

OPTIMUM INVESTMENT ADVISORS held 4,021 CAT shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 4,021 shares
    Change vs previous 13F -10 shares

    0.76% of the 13F portfolio, value $1,918,620.

    13F-HR 0001580642-25-006637 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 4,031 shares
    Change vs previous 13F -80 shares

    0.68% of the 13F portfolio, value $1,564,875.

    13F-HR 0001580642-25-004652 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 4,111 shares
    Change vs previous 13F -172 shares

    0.64% of the 13F portfolio, value $1,355,808.

    13F-HR 0001580642-25-002640 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 4,283 shares
    Change vs previous 13F -125 shares

    0.69% of the 13F portfolio, value $1,553,701.

    13F-HR 0001580642-25-000952 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 4,408 shares
    Change vs previous 13F -390 shares

    0.75% of the 13F portfolio, value $1,724,057.

    13F-HR 0001580642-24-006190 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 4,798 shares
    Change vs previous 13F -10 shares

    0.72% of the 13F portfolio, value $1,598,214.

    13F-HR 0001580642-24-003677 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 4,808 shares
    Change vs previous 13F +72 shares

    0.81% of the 13F portfolio, value $1,761,795.

    13F-HR 0001580642-24-002122 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 4,736 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,400,293.

    13F-HR 0001580642-24-000123 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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