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Disclosery

West Oak Capital, LLC: CAT position timeline

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

West Oak Capital, LLC held 4,704 CAT shares at 2025-09-30 per its 13F-HR filed 2025-10-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 4,704 shares
    Change vs previous 13F -268 shares

    0.89% of the 13F portfolio, value $22,445.

    13F-HR 0001140361-25-037185 filed by West Oak Capital, LLC
    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 4,972 shares
    Change vs previous 13F +40 shares

    0.76% of the 13F portfolio, value $19,302.

    13F-HR 0001140361-25-025806 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 4,932 shares
    Change vs previous 13F -270 shares

    0.63% of the 13F portfolio, value $16,266.

    13F-HR 0001140361-25-014010 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F/A 5,202 shares
    Change vs previous 13F -65 shares

    0.67% of the 13F portfolio, value $18,871.

    13F-HR/A 0001140361-25-000959 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 5,267 shares
    Change vs previous 13F +40 shares

    0.38% of the 13F portfolio, value $20,600.

    13F-HR 0001140361-24-043643 filed by West Oak Capital, LLC
    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 5,227 shares
    Change vs previous 13F -60 shares

    0.7% of the 13F portfolio, value $1,741,114.

    13F-HR 0001140361-24-034013 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 5,287 shares
    Change vs previous 13F +765 shares

    0.82% of the 13F portfolio, value $1,937,000.

    13F-HR 0001140361-24-020456 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 4,522 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,313,000.

    13F-HR 0001140361-24-002592 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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