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FinTrust Investment Advisory Services, LLC: CAT position timeline

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

FinTrust Investment Advisory Services, LLC held 4,928 CAT shares at 2018-03-31 per its 13F-HR filed 2018-04-20.

the latest 13F is the newest step

  1. period ended2018-03-31
    13F 4,928 shares
    Change vs previous 13F +100 shares

    0.66% of the 13F portfolio, value $726,000.

    13F-HR 0001144204-18-021404 filed by FinTrust Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2017-12-31
    13F 4,828 shares
    Change vs previous 13F -35 shares

    0.67% of the 13F portfolio, value $761,000.

    13F-HR 0001144204-18-004555 filed by FinTrust Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2017-09-30
    13F 4,863 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $606,000.

    13F-HR 0001144204-17-054257 filed by FinTrust Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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