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Disclosery

DIVERSIFIED TRUST CO: CAT position timeline

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

DIVERSIFIED TRUST CO held 14,725 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 14,725 shares
    Change vs previous 13F +2,986 shares

    0.25% of the 13F portfolio, value $15,681,495.

    13F-HR 0001479844-26-000007 filed by DIVERSIFIED 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 11,739 shares
    Change vs previous 13F +1,505 shares

    0.15% of the 13F portfolio, value $8,316,613.

    13F-HR 0001479844-26-000006 filed by DIVERSIFIED 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 10,234 shares
    Change vs previous 13F +2,404 shares

    0.11% of the 13F portfolio, value $5,862,750.

    13F-HR 0001479844-26-000004 filed by DIVERSIFIED 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 7,830 shares
    Change vs previous 13F +136 shares

    0.07% of the 13F portfolio, value $3,736,083.

    13F-HR 0001479844-25-000015 filed by DIVERSIFIED 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 7,694 shares
    Change vs previous 13F -2,848 shares

    0.07% of the 13F portfolio, value $2,986,887.

    13F-HR 0001479844-25-000008 filed by DIVERSIFIED 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 10,542 shares
    Change vs previous 13F +2,915 shares

    0.09% of the 13F portfolio, value $3,476,751.

    13F-HR 0001479844-25-000007 filed by DIVERSIFIED 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 7,627 shares
    Change vs previous 13F +141 shares

    0.07% of the 13F portfolio, value $2,766,784.

    13F-HR 0001479844-25-000001 filed by DIVERSIFIED 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 7,486 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,927,938.

    13F-HR 0001479844-24-000010 filed by DIVERSIFIED TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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