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Disclosery

Caldwell Trust Co: CAT position timeline

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

Caldwell Trust Co held 17,533 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,533 shares
    Change vs previous 13F -821 shares

    1.51% of the 13F portfolio, value $18,670,892.

    13F-HR 0001420506-26-001370 filed by Caldwell 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 18,354 shares
    Change vs previous 13F -357 shares

    1.16% of the 13F portfolio, value $13,003,075.

    13F-HR 0001420506-26-000706 filed by Caldwell 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 18,711 shares
    Change vs previous 13F -110 shares

    0.95% of the 13F portfolio, value $10,718,971.

    13F-HR 0001420506-26-000112 filed by Caldwell 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 18,821 shares
    Change vs previous 13F -109 shares

    0.84% of the 13F portfolio, value $8,980,440.

    13F-HR 0001420506-25-002900 filed by Caldwell 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 18,930 shares
    Change vs previous 13F +531 shares

    0.73% of the 13F portfolio, value $7,348,815.

    13F-HR 0001420506-25-002730 filed by Caldwell 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 18,399 shares
    Change vs previous 13F -206 shares

    0.65% of the 13F portfolio, value $6,067,990.

    13F-HR 0001420506-25-002738 filed by Caldwell 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 18,605 shares
    Change vs previous 13F -173 shares

    0.7% of the 13F portfolio, value $6,749,150.

    13F-HR 0001420506-25-002748 filed by Caldwell 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 18,778 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $7,344,451.

    13F-HR 0001420506-25-002749 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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