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OneAscent Financial Services LLC: CAT position timeline

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

OneAscent Financial Services LLC held 17,009 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,009 shares
    Change vs previous 13F +543 shares

    0.66% of the 13F portfolio, value $18,112,998.

    13F-HR 0001780985-26-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 14,029 shares
    • OneAscent Wealth Management LLC: 1,474 shares
    • OneAscent Investment Solutions LLC: 635 shares
    • OneAscent Family Office, LLC: 871 shares

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

  2. period ended2026-03-31
    13F 16,466 shares
    Change vs previous 13F +11,291 shares

    0.49% of the 13F portfolio, value $11,665,524.

    13F-HR 0001780985-26-000002 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 14,025 shares
    • OneAscent Wealth Management LLC: 1,473 shares
    • OneAscent Investment Solutions LLC: 580 shares
    • OneAscent Family Office, LLC: 388 shares

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

  3. period ended2025-12-31
    13F 5,175 shares
    Change vs previous 13F -908 shares

    0.2% of the 13F portfolio, value $2,964,630.

    13F-HR 0001780985-26-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 3,119 shares
    • OneAscent Wealth Management LLC: 1,475 shares
    • OneAscent Investment Solutions LLC: 581 shares

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

  4. period ended2025-09-30
    13F/A 6,083 shares
    Change vs previous 13F -10,298 shares

    0.24% of the 13F portfolio, value $2,902,316.

    13F-HR/A 0001780985-25-000006 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 3,438 shares
    • OneAscent Wealth Management LLC: 1,789 shares
    • OneAscent Investment Solutions LLC: 856 shares

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

  5. period ended2025-06-30
    13F 16,381 shares
    Change vs previous 13F -12,080 shares

    0.36% of the 13F portfolio, value $6,387,000.

    13F-HR 0001780985-25-000004 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 13,767 shares
    • OneAscent Wealth Management LLC: 1,821 shares
    • OneAscent Investment Solutions LLC: 793 shares

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

  6. period ended2025-03-31
    13F 28,461 shares
    Change vs previous 13F +14,715 shares

    0.51% of the 13F portfolio, value $9,402,000.

    13F-HR 0001780985-25-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 25,710 shares
    • OneAscent Wealth Management LLC: 1,673 shares
    • OneAscent Investment Solutions LLC: 1,078 shares

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

  7. period ended2024-12-31
    13F 13,746 shares
    Change vs previous 13F +675 shares

    0.35% of the 13F portfolio, value $4,986,000.

    13F-HR 0001780985-25-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 11,976 shares
    • OneAscent Wealth Management LLC: 1,770 shares

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

  8. period ended2024-09-30
    13F 13,071 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $5,112,000.

    13F-HR 0001780985-24-000005 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 11,171 shares
    • OneAscent Wealth Management LLC: 1,900 shares

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