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Disclosery

Ashfield Capital Partners, LLC: CAT position timeline

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

Ashfield Capital Partners, LLC held 87,769 CAT shares at 2022-09-30 per its 13F-HR filed 2022-11-10.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 87,769 shares
    Change vs previous 13F -477 shares

    1.21% of the 13F portfolio, value $14,401,000.

    13F-HR 0001398103-22-000006 filed by Ashfield Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 88,246 shares
    Change vs previous 13F +23,436 shares

    1.23% of the 13F portfolio, value $15,775,000.

    13F-HR 0001398103-22-000005 filed by Ashfield Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 64,810 shares
    Change vs previous 13F -101 shares

    0.93% of the 13F portfolio, value $14,441,000.

    13F-HR 0001398103-22-000004 filed by Ashfield Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 64,911 shares
    Change vs previous 13F -400 shares

    0.86% of the 13F portfolio, value $13,420,000.

    13F-HR 0001398103-22-000001 filed by Ashfield Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 65,311 shares
    Change vs previous 13F +682 shares

    0.89% of the 13F portfolio, value $12,538,000.

    13F-HR 0001398103-21-000004 filed by Ashfield Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 64,629 shares
    Change vs previous 13F +1,728 shares

    1% of the 13F portfolio, value $14,065,000.

    13F-HR 0001398103-21-000003 filed by Ashfield Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 62,901 shares
    Change vs previous 13F -1,407 shares

    1.16% of the 13F portfolio, value $14,585,000.

    13F-HR 0001398103-21-000002 filed by Ashfield Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 64,308 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $11,705,000.

    13F-HR 0001398103-21-000001 filed by Ashfield Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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