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Disclosery

Beacon Bank & Trust: CAT position timeline

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

Beacon Bank & Trust held 6,009 CAT shares at 2026-06-30 per its 13F-HR/A filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 6,009 shares
    Change vs previous 13F -323 shares

    1.22% of the 13F portfolio, value $6,398,983.

    13F-HR/A 0001628280-26-051960 filed by Beacon Bank & Trust
    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 6,332 shares
    Change vs previous 13F -315 shares

    0.92% of the 13F portfolio, value $4,485,967.

    13F-HR 0001628280-26-027894 filed by Beacon Bank & Trust
    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 6,647 shares
    Change vs previous 13F -311 shares

    0.77% of the 13F portfolio, value $3,807,866.

    13F-HR 0001628280-26-008357 filed by Beacon Bank & Trust
    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 6,958 shares
    Change vs previous 13F -288 shares

    0.71% of the 13F portfolio, value $3,320,009.

    13F-HR 0001104659-25-102068 filed by Beacon Bank & Trust
    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 7,246 shares
    Change vs previous 13F -110 shares

    0.64% of the 13F portfolio, value $2,812,969.

    13F-HR 0001104659-25-066678 filed by Beacon Bank & Trust
    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 7,356 shares
    Change vs previous 13F -146 shares

    0.59% of the 13F portfolio, value $2,426,008.

    13F-HR 0001104659-25-036078 filed by Beacon Bank & Trust
    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 7,502 shares
    Change vs previous 13F -160 shares

    0.63% of the 13F portfolio, value $2,721,424.

    13F-HR 0001104659-25-005173 filed by Beacon Bank & Trust
    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 7,662 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $2,996,761.

    13F-HR 0001104659-24-109736 filed by Beacon Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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