Altrius Capital Management Inc: CAT position timeline

Altrius Capital Management Inc held 0 CAT shares at 2026-03-31 per its 13F-HR filed 2026-05-05.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -8,492 shares

   13F-HR 0001940646-26-000004 filed by Altrius Capital Management Inc
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 8,492 shares

   Change vs previous 13F -2,553 shares

   1.03% of the 13F portfolio, value $4,864,921.

   13F-HR 0001940646-26-000001 filed by Altrius Capital Management Inc
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 11,045 shares

   Change vs previous 13F -2,765 shares

   1.2% of the 13F portfolio, value $5,270,267.

   13F-HR 0001940646-25-000010 filed by Altrius Capital Management Inc
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 13,810 shares

   Change vs previous 13F +25 shares

   1.25% of the 13F portfolio, value $5,361,219.

   13F-HR 0001940646-25-000008 filed by Altrius Capital Management Inc
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 13,785 shares

   Change vs previous 13F +324 shares

   1.11% of the 13F portfolio, value $4,546,583.

   13F-HR 0001940646-25-000007 filed by Altrius Capital Management Inc
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

6. period ended2024-12-31

   13F 13,461 shares

   Change vs previous 13F -379 shares

   1.31% of the 13F portfolio, value $4,883,355.

   13F-HR 0001940646-25-000002 filed by Altrius Capital Management Inc
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

7. period ended2024-09-30

   13F 13,840 shares

   Change vs previous 13F not available

   1.36% of the 13F portfolio, value $5,413,287.

   13F-HR 0001940646-24-000008 filed by Altrius Capital Management Inc
   Filed 2024-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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