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Disclosery

Avalon Investment & Advisory: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avalon Investment & Advisory on CAT, newest first. How the timeline and the estimate are built.

Avalon Investment & Advisory held 53,060 CAT shares at 2023-03-31 per its 13F-HR filed 2023-05-15.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 53,060 shares
    Change vs previous 13F +50,338 shares

    0.33% of the 13F portfolio, value $12,142,288.

    13F-HR 0001221362-23-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-12-31
    13F 2,722 shares
    Change vs previous 13F +269 shares

    0.02% of the 13F portfolio, value $652,000.

    13F-HR 0001221362-23-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-09-30
    13F 2,453 shares
    Change vs previous 13F -288 shares

    0.01% of the 13F portfolio, value $402,000.

    13F-HR 0001221362-22-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-06-30
    13F 2,741 shares
    Change vs previous 13F -81 shares

    0.01% of the 13F portfolio, value $490,000.

    13F-HR 0001221362-22-000003 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-03-31
    13F 2,822 shares
    Change vs previous 13F -43,985 shares

    0.02% of the 13F portfolio, value $629,000.

    13F-HR 0001221362-22-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-12-31
    13F 46,807 shares
    Change vs previous 13F -3,239 shares

    0.24% of the 13F portfolio, value $9,677,000.

    13F-HR 0001420506-22-000430 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-09-30
    13F 50,046 shares
    Change vs previous 13F -34,455 shares

    0.22% of the 13F portfolio, value $9,607,000.

    13F-HR 0001171520-21-000475 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-06-30
    13F 84,501 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $18,390,000.

    13F-HR 0001221362-21-000008 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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