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Orion Portfolio Solutions, LLC: CAT position timeline

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

Orion Portfolio Solutions, LLC held 27,070 CAT shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F/A 27,070 shares
    Change vs previous 13F +497 shares

    0.09% of the 13F portfolio, value $8,927,912.

    13F-HR/A 0001580642-25-003122 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 26,573 shares
    Change vs previous 13F -480 shares

    0.1% of the 13F portfolio, value $9,639,657.

    13F-HR 0001580642-25-000963 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 27,053 shares
    Change vs previous 13F +856 shares

    0.11% of the 13F portfolio, value $10,580,987.

    13F-HR 0001580642-24-006993 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 26,197 shares
    Change vs previous 13F +2,726 shares

    0.09% of the 13F portfolio, value $8,726,319.

    13F-HR 0001580642-24-004489 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 23,471 shares
    Change vs previous 13F +736 shares

    0.09% of the 13F portfolio, value $8,600,398.

    13F-HR 0001580642-24-002627 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 22,735 shares
    Change vs previous 13F +574 shares

    0.08% of the 13F portfolio, value $6,644,413.

    13F-HR 0001580642-24-000908 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 22,161 shares
    Change vs previous 13F +244 shares

    0.07% of the 13F portfolio, value $6,049,859.

    13F-HR 0001580642-23-005895 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F/A 21,917 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,392,737.

    13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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