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Disclosery

OSAIC HOLDINGS, INC.: CAT position timeline

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

OSAIC HOLDINGS, INC. held 310,135 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 310,135 shares
    Change vs previous 13F +14,969 shares

    0.39% of the 13F portfolio, value $330,621,361.

    13F-HR 0001677044-26-000006 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 295,166 shares
    Change vs previous 13F -8,000 shares

    0.31% of the 13F portfolio, value $209,304,387.

    13F-HR 0001677044-26-000005 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 303,166 shares
    Change vs previous 13F -32,522 shares

    0.25% of the 13F portfolio, value $173,874,984.

    13F-HR 0001677044-26-000002 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 335,688 shares
    Change vs previous 13F +60,185 shares

    0.21% of the 13F portfolio, value $149,332,245.

    13F-HR 0001677044-25-000022 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 275,503 shares
    Change vs previous 13F +19,004 shares

    0.19% of the 13F portfolio, value $106,784,235.

    13F-HR/A 0001677044-25-000019 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 256,499 shares
    Change vs previous 13F -2,724 shares

    0.19% of the 13F portfolio, value $84,693,222.

    13F-HR 0001677044-25-000007 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F/A 259,223 shares
    Change vs previous 13F +19,309 shares

    0.19% of the 13F portfolio, value $85,309,767.

    13F-HR/A 0001677044-25-000012 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 239,914 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $93,934,229.

    13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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