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Patriot Wealth Management, Inc.: CAT position timeline

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

Patriot Wealth Management, Inc. held 51,517 CAT shares at 2018-12-31 per its 13F-HR filed 2019-01-07.

the latest 13F is the newest step

  1. period ended2018-12-31
    13F 51,517 shares
    Change vs previous 13F -1,175 shares

    0.96% of the 13F portfolio, value $6,546,000.

    13F-HR 0001567619-19-000658 filed by Patriot Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-09-30
    13F 52,692 shares
    Change vs previous 13F +1,161 shares

    1.01% of the 13F portfolio, value $8,035,000.

    13F-HR 0001567619-18-004110 filed by Patriot Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-06-30
    13F 51,531 shares
    Change vs previous 13F +23,647 shares

    0.96% of the 13F portfolio, value $6,991,000.

    13F-HR 0001140361-18-033112 filed by Patriot Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-03-31
    13F 27,884 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $4,110,000.

    13F-HR 0001140361-18-018983 filed by Patriot Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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