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Geneva Advisors, LLC: CAT position timeline

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

Geneva Advisors, LLC held 9,786 CAT shares at 2017-06-30 per its 13F-HR filed 2017-08-07.

the latest 13F is the newest step

  1. period ended2017-06-30
    13F 9,786 shares
    Change vs previous 13F -739 shares

    0.02% of the 13F portfolio, value $1,052,000.

    13F-HR 0001144204-17-040796 filed by Geneva 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 ended2017-03-31
    13F 10,525 shares
    Change vs previous 13F -1,756 shares

    0.02% of the 13F portfolio, value $976,000.

    13F-HR 0001144204-17-023557 filed by Geneva 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 ended2016-12-31
    13F 12,281 shares
    Change vs previous 13F -3,522 shares

    0.02% of the 13F portfolio, value $1,139,000.

    13F-HR 0001144204-17-007302 filed by Geneva 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 ended2016-09-30
    13F 15,803 shares
    Change vs previous 13F -4,803 shares

    0.03% of the 13F portfolio, value $1,403,000.

    13F-HR 0001144204-16-132719 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2016-06-30
    13F 20,606 shares
    Change vs previous 13F -2,549 shares

    0.03% of the 13F portfolio, value $1,562,000.

    13F-HR 0001144204-16-117161 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2016-03-31
    13F 23,155 shares
    Change vs previous 13F -1,824 shares

    0.04% of the 13F portfolio, value $1,772,000.

    13F-HR 0001144204-16-098533 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2015-12-31
    13F 24,979 shares
    Change vs previous 13F -5,306 shares

    0.03% of the 13F portfolio, value $1,698,000.

    13F-HR 0001144204-16-078984 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2015-09-30
    13F 30,285 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,979,000.

    13F-HR 0001144204-15-062408 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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