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Disclosery

Simplicity Solutions, LLC: CAT position timeline

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

Simplicity Solutions, LLC held 19,488 CAT shares at 2023-12-31 per its 13F-HR filed 2024-01-29.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 19,488 shares
    Change vs previous 13F +71 shares

    0.16% of the 13F portfolio, value $5,762,154.

    13F-HR 0001062993-24-001496 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-09-30
    13F 19,417 shares
    Change vs previous 13F -1,617 shares

    0.17% of the 13F portfolio, value $5,300,747.

    13F-HR 0001062993-23-019569 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 21,034 shares
    Change vs previous 13F -6,465 shares

    0.14% of the 13F portfolio, value $5,175,293.

    13F-HR 0001062993-23-015333 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F 27,499 shares
    Change vs previous 13F +23,034 shares

    0.16% of the 13F portfolio, value $6,292,996.

    13F-HR 0001062993-23-009561 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-12-31
    13F 4,465 shares
    Change vs previous 13F +562 shares

    0.15% of the 13F portfolio, value $1,069,550.

    13F-HR 0001062993-23-001965 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-09-30
    13F 3,903 shares
    Change vs previous 13F +243 shares

    0.09% of the 13F portfolio, value $640,000.

    13F-HR 0001062993-22-020718 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-06-30
    13F 3,660 shares
    Change vs previous 13F +1,009 shares

    0.08% of the 13F portfolio, value $654,000.

    13F-HR 0001062993-22-016474 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-03-31
    13F 2,651 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $591,000.

    13F-HR 0001062993-22-013078 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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