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Disclosery

SWARTHMORE GROUP INC: CAT position timeline

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

SWARTHMORE GROUP INC held 1,784 CAT shares at 2022-06-30 per its 13F-HR filed 2022-07-20.

the latest 13F is the newest step

  1. period ended2022-06-30
    13F 1,784 shares
    Change vs previous 13F -25,208 shares

    0.13% of the 13F portfolio, value $319,000.

    13F-HR 0001062993-22-016545 filed by SWARTHMORE GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-03-31
    13F 26,992 shares
    Change vs previous 13F -279 shares

    1.54% of the 13F portfolio, value $6,014,000.

    13F-HR 0001062993-22-010012 filed by SWARTHMORE GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-12-31
    13F 27,271 shares
    Change vs previous 13F -9,388 shares

    1.34% of the 13F portfolio, value $5,638,000.

    13F-HR 0001062993-22-001200 filed by SWARTHMORE GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-09-30
    13F 36,659 shares
    Change vs previous 13F 0 shares

    2.06% of the 13F portfolio, value $7,978,000.

    13F-HR 0001062993-21-011214 filed by SWARTHMORE GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-06-30
    13F 36,659 shares
    Change vs previous 13F -1,167 shares

    2.06% of the 13F portfolio, value $7,978,000.

    13F-HR 0001062993-21-007192 filed by SWARTHMORE GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-03-31
    13F 37,826 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $8,771,000.

    13F-HR 0001062993-21-003875 filed by SWARTHMORE GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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