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Disclosery

CYNOSURE ADVISORS, LLC: CAT position timeline

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

CYNOSURE ADVISORS, LLC held 3,600 CAT shares at 2018-09-30 per its 13F-HR filed 2018-11-14.

the latest 13F is the newest step

  1. period ended2018-09-30
    13F 3,600 shares
    Change vs previous 13F -2,968 shares

    0.23% of the 13F portfolio, value $549,000.

    13F-HR 0001743636-18-000006 filed by CYNOSURE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-06-30
    13F 6,568 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $891,000.

    13F-HR 0001743636-18-000005 filed by CYNOSURE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-03-31
    13F 6,568 shares
    Change vs previous 13F +29 shares

    0.24% of the 13F portfolio, value $968,000.

    13F-HR 0001743636-18-000003 filed by CYNOSURE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-12-31
    13F 6,539 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,030,000.

    13F-HR 0001743636-18-000002 filed by CYNOSURE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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