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Disclosery

Exchange Bank: CAT position timeline

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

Exchange Bank held 7,561 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,561 shares
    Change vs previous 13F +89 shares

    3.79% of the 13F portfolio, value $6,130,383.

    13F-HR 0002001155-26-000004 filed by Exchange Bank
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,472 shares
    Change vs previous 13F 0 shares

    4.95% of the 13F portfolio, value $7,956,934.

    13F-HR 0002001155-26-000003 filed by Exchange Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,472 shares
    Change vs previous 13F -815 shares

    3.67% of the 13F portfolio, value $5,293,613.

    13F-HR 0002001155-26-000002 filed by Exchange Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,287 shares
    Change vs previous 13F +49 shares

    3.28% of the 13F portfolio, value $4,747,375.

    13F-HR 0002001155-26-000001 filed by Exchange Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,238 shares
    Change vs previous 13F +663 shares

    2.73% of the 13F portfolio, value $3,930,763.

    13F-HR 0002001155-25-000005 filed by Exchange Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,575 shares
    Change vs previous 13F 0 shares

    2.33% of the 13F portfolio, value $2,940,692.

    13F-HR 0002001155-25-000003 filed by Exchange Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 7,575 shares
    Change vs previous 13F 0 shares

    2.02% of the 13F portfolio, value $2,498,235.

    13F-HR 0002001155-25-000002 filed by Exchange Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 7,575 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $2,747,908.

    13F-HR 0002001155-25-000001 filed by Exchange Bank
    Filed (acceptance time not in the bulk data set), ingested

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