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Disclosery

Corient Capital Partners, LLC: CAT position timeline

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

Corient Capital Partners, LLC held 10,126 CAT shares at 2022-09-30 per its 13F-HR filed 2022-11-14.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 10,126 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,810,000.

    13F-HR 0001951757-22-000013 filed by Corient 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 10,126 shares
    Change vs previous 13F +1,055 shares

    0.14% of the 13F portfolio, value $1,810,000.

    13F-HR 0001688519-22-000003 filed by Corient 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 9,071 shares
    Change vs previous 13F +1,316 shares

    0.13% of the 13F portfolio, value $2,021,000.

    13F-HR 0001688519-22-000002 filed by Corient 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 7,755 shares
    Change vs previous 13F +741 shares

    0.11% of the 13F portfolio, value $1,603,000.

    13F-HR 0001688519-22-000001 filed by Corient 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 7,014 shares
    Change vs previous 13F -109 shares

    0.1% of the 13F portfolio, value $1,346,000.

    13F-HR 0001688519-21-000005 filed by Corient 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 7,123 shares
    Change vs previous 13F +778 shares

    0.11% of the 13F portfolio, value $1,550,000.

    13F-HR 0001688519-21-000004 filed by Corient 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 6,345 shares
    Change vs previous 13F +898 shares

    0.13% of the 13F portfolio, value $1,471,000.

    13F-HR 0001688519-21-000003 filed by Corient 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 5,447 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $992,000.

    13F-HR 0001688519-21-000001 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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