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Willow Street Advisors LLC: CAT position timeline

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

Willow Street Advisors LLC held 32,735 CAT shares at 2013-12-31 per its 13F-HR filed 2014-02-14.

the latest 13F is the newest step

  1. period ended2013-12-31
    13F 32,735 shares
    Change vs previous 13F +1,300 shares

    1.66% of the 13F portfolio, value $2,973,000.

    13F-HR 0001062993-14-000812 filed by Willow Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2013-09-30
    13F/A 31,435 shares
    Change vs previous 13F +6,275 shares

    1.62% of the 13F portfolio, value $2,622,000.

    13F-HR/A 0001062993-13-005858 filed by Willow Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2013-06-30
    13F 25,160 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $2,447,000.

    13F-HR 0001062993-13-004111 filed by Willow Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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