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Polaris Wealth Advisory Group, LLC: CAT position timeline

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

Polaris Wealth Advisory Group, LLC held 1,006 CAT shares at 2023-09-30 per its 13F-HR filed 2023-10-11.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 1,006 shares
    Change vs previous 13F +1,006 shares

    0.02% of the 13F portfolio, value $274,647.

    13F-HR 0001544576-23-000006 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-06-30
    13F 0 shares
    Change vs previous 13F -1,133 shares

    13F-HR 0001582968-23-000007 filed by Polaris Wealth Advisory Group, LLC
    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 ended2023-03-31
    13F 1,133 shares
    Change vs previous 13F -33,500 shares

    0.02% of the 13F portfolio, value $259,284.

    13F-HR 0001582968-23-000005 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 34,633 shares
    Change vs previous 13F -6,132 shares

    0.65% of the 13F portfolio, value $8,683,582.

    13F-HR 0001582968-23-000001 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 40,765 shares
    Change vs previous 13F +36,479 shares

    0.61% of the 13F portfolio, value $7,283,000.

    13F-HR 0001582968-22-000002 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-06-30
    13F 4,286 shares
    Change vs previous 13F +2,534 shares

    0.06% of the 13F portfolio, value $766,000.

    13F-HR 0001582968-22-000001 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-03-31
    13F 1,752 shares
    Change vs previous 13F +189 shares

    0.03% of the 13F portfolio, value $378,000.

    13F-HR 0001104659-22-047179 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-12-31
    13F 1,563 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $323,000.

    13F-HR 0001104659-22-007802 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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