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Disclosery

RAND WEALTH, LLC: CAT position timeline

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

RAND WEALTH, LLC held 31,416 CAT shares at 2018-09-30 per its 13F-HR filed 2018-11-13.

the latest 13F is the newest step

  1. period ended2018-09-30
    13F 31,416 shares
    Change vs previous 13F -2,533 shares

    0.54% of the 13F portfolio, value $4,791,000.

    13F-HR 0001085146-18-002635 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-06-30
    13F 33,949 shares
    Change vs previous 13F -608 shares

    0.51% of the 13F portfolio, value $4,606,000.

    13F-HR 0001540141-18-000005 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-03-31
    13F 34,557 shares
    Change vs previous 13F -7,736 shares

    0.57% of the 13F portfolio, value $5,093,000.

    13F-HR 0001540141-18-000004 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-12-31
    13F 42,293 shares
    Change vs previous 13F -20,766 shares

    0.73% of the 13F portfolio, value $6,665,000.

    13F-HR 0001540141-18-000001 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2017-09-30
    13F 63,059 shares
    Change vs previous 13F -4,647 shares

    0.91% of the 13F portfolio, value $7,864,000.

    13F-HR 0001540141-17-000011 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-06-30
    13F 67,706 shares
    Change vs previous 13F -11,978 shares

    0.99% of the 13F portfolio, value $7,276,000.

    13F-HR 0001540141-17-000009 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2017-03-31
    13F 79,684 shares
    Change vs previous 13F -971 shares

    0.89% of the 13F portfolio, value $7,392,000.

    13F-HR 0001540141-17-000007 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2016-12-31
    13F 80,655 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $7,480,000.

    13F-HR 0001540141-17-000002 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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