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Disclosery

Carnegie Investment Counsel: CAT position timeline

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

Carnegie Investment Counsel held 4,563 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,563 shares
    Change vs previous 13F +602 shares

    0.1% of the 13F portfolio, value $4,859,139.

    13F-HR 0001511506-26-000005 filed by Carnegie Investment Counsel
    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 3,961 shares
    Change vs previous 13F -58 shares

    0.05% of the 13F portfolio, value $2,806,210.

    13F-HR 0001511506-26-000004 filed by Carnegie Investment Counsel
    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 4,019 shares
    Change vs previous 13F +172 shares

    0.04% of the 13F portfolio, value $2,302,365.

    13F-HR 0001511506-26-000001 filed by Carnegie Investment Counsel
    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 3,847 shares
    Change vs previous 13F +482 shares

    0.03% of the 13F portfolio, value $1,835,596.

    13F-HR 0001511506-25-000005 filed by Carnegie Investment Counsel
    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 3,365 shares
    Change vs previous 13F +934 shares

    0.03% of the 13F portfolio, value $1,306,327.

    13F-HR 0001085146-25-004339 filed by Carnegie Investment Counsel
    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 2,431 shares
    Change vs previous 13F -258 shares

    0.02% of the 13F portfolio, value $685,054.

    13F-HR 0001085146-25-002648 filed by Carnegie Investment Counsel
    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 2,689 shares
    Change vs previous 13F +12 shares

    0.03% of the 13F portfolio, value $975,462.

    13F-HR 0001085146-25-000199 filed by Carnegie Investment Counsel
    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 2,677 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,047,028.

    13F-HR 0001085146-24-004838 filed by Carnegie Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

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