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Disclosery

HL FINANCIAL SERVICES LLC: CAT position timeline

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

HL FINANCIAL SERVICES LLC held 85,575 CAT shares at 2019-03-31 per its 13F-HR filed 2019-05-01.

the latest 13F is the newest step

  1. period ended2019-03-31
    13F 85,575 shares
    Change vs previous 13F +6,870 shares

    0.18% of the 13F portfolio, value $11,594,000.

    13F-HR 0000891092-19-005145 filed by HL FINANCIAL 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 ended2018-12-31
    13F 78,705 shares
    Change vs previous 13F +9,708 shares

    0.17% of the 13F portfolio, value $10,001,000.

    13F-HR 0000891092-19-001578 filed by HL FINANCIAL 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 ended2018-09-30
    13F 68,997 shares
    Change vs previous 13F +2,980 shares

    0.16% of the 13F portfolio, value $10,521,000.

    13F-HR 0000891092-18-008001 filed by HL FINANCIAL SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-06-30
    13F 66,017 shares
    Change vs previous 13F +2,023 shares

    0.16% of the 13F portfolio, value $8,956,000.

    13F-HR 0000891092-18-005718 filed by HL FINANCIAL SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-03-31
    13F 63,994 shares
    Change vs previous 13F -760 shares

    0.17% of the 13F portfolio, value $9,431,000.

    13F-HR 0000891092-18-004119 filed by HL FINANCIAL SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-12-31
    13F 64,754 shares
    Change vs previous 13F +1,821 shares

    0.2% of the 13F portfolio, value $10,204,000.

    13F-HR 0000891092-18-000718 filed by HL FINANCIAL SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2017-09-30
    13F 62,933 shares
    Change vs previous 13F +1,155 shares

    0.15% of the 13F portfolio, value $7,848,000.

    13F-HR 0000891092-17-008024 filed by HL FINANCIAL SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2017-06-30
    13F 61,778 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $6,639,000.

    13F-HR 0000891092-17-005485 filed by HL FINANCIAL SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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