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FMA ADVISORY INC: CAT position timeline

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

FMA ADVISORY INC held 6,656 CAT shares at 2021-09-30 per its 13F-HR filed 2021-11-15.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 6,656 shares
    Change vs previous 13F -730 shares

    0.48% of the 13F portfolio, value $1,278,000.

    13F-HR 0001221073-21-000118 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-06-30
    13F 7,386 shares
    Change vs previous 13F +255 shares

    0.6% of the 13F portfolio, value $1,608,000.

    13F-HR 0001221073-21-000097 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-03-31
    13F 7,131 shares
    Change vs previous 13F +1,835 shares

    0.51% of the 13F portfolio, value $1,653,000.

    13F-HR 0001221073-21-000052 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-12-31
    13F 5,296 shares
    Change vs previous 13F +2,037 shares

    0.32% of the 13F portfolio, value $964,000.

    13F-HR 0001221073-21-000041 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-09-30
    13F 3,259 shares
    Change vs previous 13F +699 shares

    0.19% of the 13F portfolio, value $486,000.

    13F-HR 0001221073-21-000040 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-06-30
    13F 2,560 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $324,000.

    13F-HR 0001221073-21-000039 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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