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Disclosery

First Allied Advisory Services, Inc.: CAT position timeline

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

First Allied Advisory Services, Inc. held 30,962 CAT shares at 2020-09-30 per its 13F-HR filed 2020-11-13.

the latest 13F is the newest step

  1. period ended2020-09-30
    13F 30,962 shares
    Change vs previous 13F +46 shares

    0.16% of the 13F portfolio, value $4,618,000.

    13F-HR 0001085146-20-002918 filed by First Allied Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-06-30
    13F 30,916 shares
    Change vs previous 13F -724 shares

    0.14% of the 13F portfolio, value $3,911,000.

    13F-HR 0001085146-20-002189 filed by First Allied Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-03-31
    13F 31,640 shares
    Change vs previous 13F +3,229 shares

    0.16% of the 13F portfolio, value $3,672,000.

    13F-HR 0001085146-20-001362 filed by First Allied Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-12-31
    13F 28,411 shares
    Change vs previous 13F -2,057 shares

    0.14% of the 13F portfolio, value $4,193,000.

    13F-HR 0001085146-20-000484 filed by First Allied Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2019-09-30
    13F 30,468 shares
    Change vs previous 13F +1,934 shares

    0.14% of the 13F portfolio, value $3,855,000.

    13F-HR 0001085146-19-002756 filed by First Allied Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-06-30
    13F 28,534 shares
    Change vs previous 13F -94 shares

    0.13% of the 13F portfolio, value $3,889,000.

    13F-HR 0001085146-19-002184 filed by First Allied Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-03-31
    13F 28,628 shares
    Change vs previous 13F +884 shares

    0.13% of the 13F portfolio, value $3,884,000.

    13F-HR 0001085146-19-001353 filed by First Allied Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-12-31
    13F 27,744 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,523,000.

    13F-HR 0001085146-19-000975 filed by First Allied Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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