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PRIO WEALTH LIMITED PARTNERSHIP: CAT position timeline

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

PRIO WEALTH LIMITED PARTNERSHIP held 38,521 CAT shares at 2024-09-30 per its 13F-HR filed 2024-10-21.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 38,521 shares
    Change vs previous 13F -150 shares

    0.44% of the 13F portfolio, value $15,066,334.

    13F-HR 0001172661-24-004312 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 38,671 shares
    Change vs previous 13F -1,911 shares

    0.38% of the 13F portfolio, value $12,881,311.

    13F-HR 0001172661-24-004074 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 40,582 shares
    Change vs previous 13F +1,833 shares

    0.43% of the 13F portfolio, value $14,870,468.

    13F-HR 0001172661-24-002283 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 38,749 shares
    Change vs previous 13F -190 shares

    0.39% of the 13F portfolio, value $11,456,917.

    13F-HR 0001172661-24-000295 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 38,939 shares
    Change vs previous 13F -201 shares

    0.41% of the 13F portfolio, value $10,630,347.

    13F-HR 0001172661-23-003546 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 39,140 shares
    Change vs previous 13F -170 shares

    0.34% of the 13F portfolio, value $9,630,397.

    13F-HR 0001172661-23-002798 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 39,310 shares
    Change vs previous 13F -735 shares

    0.34% of the 13F portfolio, value $8,995,701.

    13F-HR 0001172661-23-002034 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 40,045 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $9,593,180.

    13F-HR 0001172661-23-000779 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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