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Disclosery

Advantage Trust Co: CAT position timeline

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

Advantage Trust Co held 518 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 518 shares
    Change vs previous 13F +370 shares

    0.19% of the 13F portfolio, value $551,618.

    13F-HR 0002009346-26-000004 filed by Advantage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 148 shares
    Change vs previous 13F -19 shares

    0.05% of the 13F portfolio, value $104,852.

    13F-HR 0002009346-26-000002 filed by Advantage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 167 shares
    Change vs previous 13F -370 shares

    0.04% of the 13F portfolio, value $95,669.

    13F-HR 0002009346-26-000001 filed by Advantage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 537 shares
    Change vs previous 13F -400 shares

    0.12% of the 13F portfolio, value $256,229.

    13F-HR 0002009346-25-000009 filed by Advantage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 937 shares
    Change vs previous 13F +370 shares

    0.18% of the 13F portfolio, value $363,753.

    13F-HR 0002009346-25-000006 filed by Advantage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 567 shares
    Change vs previous 13F -93 shares

    0.11% of the 13F portfolio, value $186,997.

    13F-HR 0002009346-25-000004 filed by Advantage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 660 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $239,422.

    13F-HR 0002009346-25-000001 filed by Advantage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 660 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $258,139.

    13F-HR 0002009346-24-000004 filed by Advantage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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