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Carroll Financial Associates, Inc.: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carroll Financial Associates, Inc. on CAT, newest first. How the timeline and the estimate are built.

Carroll Financial Associates, Inc. held 8,488 CAT shares at 2021-12-31 per its 13F-HR filed 2022-01-06.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 8,488 shares
    Change vs previous 13F -342 shares

    0.09% of the 13F portfolio, value $1,751,000.

    13F-HR 0000909012-22-000001 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-09-30
    13F 8,830 shares
    Change vs previous 13F +160 shares

    0.09% of the 13F portfolio, value $1,695,000.

    13F-HR 0000909012-21-000125 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-06-30
    13F 8,670 shares
    Change vs previous 13F -1,574 shares

    0.11% of the 13F portfolio, value $1,887,000.

    13F-HR 0000909012-21-000095 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-03-31
    13F 10,244 shares
    Change vs previous 13F +58 shares

    0.15% of the 13F portfolio, value $2,375,000.

    13F-HR 0000909012-21-000061 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-12-31
    13F 10,186 shares
    Change vs previous 13F +664 shares

    0.12% of the 13F portfolio, value $1,854,000.

    13F-HR 0000909012-21-000002 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-09-30
    13F 9,522 shares
    Change vs previous 13F +1,121 shares

    0.11% of the 13F portfolio, value $1,420,000.

    13F-HR 0000909012-20-000129 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-06-30
    13F 8,401 shares
    Change vs previous 13F +1,616 shares

    0.09% of the 13F portfolio, value $1,062,000.

    13F-HR 0000909012-20-000096 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-03-31
    13F 6,785 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $787,000.

    13F-HR 0000909012-20-000057 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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