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USCA RIA LLC: CAT position timeline

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

USCA RIA LLC held 19,005 CAT shares at 2021-06-30 per its 13F-HR filed 2021-07-28.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 19,005 shares
    Change vs previous 13F -573 shares

    0.25% of the 13F portfolio, value $4,136,000.

    13F-HR 0001754960-21-000148 filed by USCA RIA LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F 19,578 shares
    Change vs previous 13F -1,612 shares

    0.3% of the 13F portfolio, value $4,540,000.

    13F-HR 0001754960-21-000068 filed by USCA RIA LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 21,190 shares
    Change vs previous 13F +1,124 shares

    0.27% of the 13F portfolio, value $3,857,000.

    13F-HR 0001754960-21-000025 filed by USCA RIA LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 20,066 shares
    Change vs previous 13F +2,896 shares

    0.23% of the 13F portfolio, value $2,993,000.

    13F-HR 0001754960-20-000073 filed by USCA RIA LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 17,170 shares
    Change vs previous 13F +10,943 shares

    0.19% of the 13F portfolio, value $2,172,000.

    13F-HR 0001754960-20-000058 filed by USCA RIA LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F/A 6,227 shares
    Change vs previous 13F -20,460 shares

    0.08% of the 13F portfolio, value $723,000.

    13F-HR/A 0001754960-20-000029 filed by USCA RIA LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-12-31
    13F 26,687 shares
    Change vs previous 13F +21,606 shares

    0.35% of the 13F portfolio, value $3,941,000.

    13F-HR 0001525212-20-000001 filed by USCA RIA LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-09-30
    13F/A 5,081 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $642,000.

    13F-HR/A 0001525212-19-000007 filed by USCA RIA LLC
    Filed (acceptance time not in the bulk data set), ingested

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