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Disclosery

HoyleCohen, LLC: CAT position timeline

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

HoyleCohen, LLC held 9,544 CAT shares at 2024-06-30 per its 13F-HR filed 2024-07-19.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 9,544 shares
    Change vs previous 13F -80 shares

    0.24% of the 13F portfolio, value $3,178,947.

    13F-HR 0001725547-24-003387 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 9,624 shares
    Change vs previous 13F -209 shares

    0.27% of the 13F portfolio, value $3,526,486.

    13F-HR 0001725547-24-002160 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 9,833 shares
    Change vs previous 13F +155 shares

    0.24% of the 13F portfolio, value $2,907,232.

    13F-HR 0001725547-24-000509 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 9,678 shares
    Change vs previous 13F -105 shares

    0.25% of the 13F portfolio, value $2,642,098.

    13F-HR 0001725547-23-001698 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 9,783 shares
    Change vs previous 13F -154 shares

    0.21% of the 13F portfolio, value $2,407,189.

    13F-HR 0001725547-23-000176 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 9,937 shares
    Change vs previous 13F +14 shares

    0.21% of the 13F portfolio, value $2,273,992.

    13F-HR 0001725547-23-000112 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 9,923 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,377,103.

    13F-HR 0001725547-23-000068 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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