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Disclosery

INVERNESS COUNSEL LLC /NY/: CAT position timeline

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

INVERNESS COUNSEL LLC /NY/ held 3,002 CAT shares at 2022-09-30 per its 13F-HR filed 2022-10-26.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 3,002 shares
    Change vs previous 13F +3,002 shares

    0.03% of the 13F portfolio, value $493,000.

    13F-HR 0000866361-22-000005 filed by INVERNESS COUNSEL LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-03-31
    13F 0 shares
    Change vs previous 13F -33,713 shares

    13F-HR 0000866361-22-000003 filed by INVERNESS COUNSEL LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2021-12-31
    13F 33,713 shares
    Change vs previous 13F -23,688 shares

    0.26% of the 13F portfolio, value $6,970,000.

    13F-HR 0000866361-22-000002 filed by INVERNESS COUNSEL LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-09-30
    13F 57,401 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $11,019,000.

    13F-HR 0000866361-21-000005 filed by INVERNESS COUNSEL LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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