Optimize Financial Inc

SEC CIK: 0002033266
Latest filing: Aug 27, 2026

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by Optimize Financial Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overview All 13F holders of CAT Full Q2 2026 holdings

Shares (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2024

Holdings of CAT by Optimize Financial Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−644−100.0%	Sold out	Holders
Q2 2025	644	$250.0K	0.2%	−4−0.6%	Reduced	Holders
Q1 2025	648	$213.7K	0.1%	+24+3.8%	Added	Holders
Q4 2024	624	$226.4K	0.2%	–	No prior filing	Holders