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OPPENHEIMER ASSET MANAGEMENT INC.: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OPPENHEIMER ASSET MANAGEMENT INC. on CAT, newest first. How the timeline and the estimate are built.

OPPENHEIMER ASSET MANAGEMENT INC. held 132,258 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,258 shares
    Change vs previous 13F +416 shares

    0.74% of the 13F portfolio, value $140,841,545.

    13F-HR 0000822581-26-000002 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 71,470 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 60,788 shares

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

  2. period ended2026-03-31
    13F 131,842 shares
    Change vs previous 13F +2,618 shares

    0.55% of the 13F portfolio, value $93,404,783.

    13F-HR 0000822581-26-000001 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 71,566 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 60,276 shares

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

  3. period ended2025-12-31
    13F 129,224 shares
    Change vs previous 13F +9,353 shares

    0.49% of the 13F portfolio, value $74,028,553.

    13F-HR 0001085146-26-000134 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 70,526 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 58,698 shares

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

  4. period ended2025-09-30
    13F 119,871 shares
    Change vs previous 13F -860 shares

    0.33% of the 13F portfolio, value $57,196,449.

    13F-HR 0000822581-25-000003 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 64,755 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 55,116 shares

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

  5. period ended2025-06-30
    13F 120,731 shares
    Change vs previous 13F +7,012 shares

    0.29% of the 13F portfolio, value $46,868,981.

    13F-HR 0001085146-25-004405 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 59,502 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 61,229 shares

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

  6. period ended2025-03-31
    13F 113,719 shares
    Change vs previous 13F +1,220 shares

    0.26% of the 13F portfolio, value $37,504,526.

    13F-HR 0001085146-25-002234 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 58,676 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 55,043 shares

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

  7. period ended2024-12-31
    13F 112,499 shares
    Change vs previous 13F -276 shares

    0.27% of the 13F portfolio, value $40,810,137.

    13F-HR 0001085146-25-000777 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 55,124 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 57,375 shares

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

  8. period ended2024-09-30
    13F 112,775 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $44,108,558.

    13F-HR 0001085146-24-005360 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 61,198 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 51,577 shares

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