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Disclosery

FineMark National Bank & Trust: CAT position timeline

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

FineMark National Bank & Trust held 37,612 CAT shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 37,612 shares
    Change vs previous 13F -779 shares

    0.67% of the 13F portfolio, value $21,546,786.

    13F-HR 0001537720-26-000002 filed by FineMark National 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 ended2025-09-30
    13F 38,391 shares
    Change vs previous 13F -7,824 shares

    0.6% of the 13F portfolio, value $18,318,265.

    13F-HR 0001537720-25-000015 filed by FineMark National 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 ended2025-06-30
    13F 46,215 shares
    Change vs previous 13F +200 shares

    0.61% of the 13F portfolio, value $17,941,125.

    13F-HR 0001537720-25-000011 filed by FineMark National 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 ended2025-03-31
    13F 46,015 shares
    Change vs previous 13F -14,380 shares

    0.55% of the 13F portfolio, value $15,175,747.

    13F-HR 0001537720-25-000008 filed by FineMark National 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 ended2024-12-31
    13F 60,395 shares
    Change vs previous 13F -1,989 shares

    0.76% of the 13F portfolio, value $21,908,890.

    13F-HR 0001537720-25-000002 filed by FineMark National 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 ended2024-09-30
    13F 62,384 shares
    Change vs previous 13F -764 shares

    0.85% of the 13F portfolio, value $24,399,629.

    13F-HR 0001537720-24-000010 filed by FineMark National 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 ended2024-06-30
    13F 63,148 shares
    Change vs previous 13F -320 shares

    0.78% of the 13F portfolio, value $21,034,598.

    13F-HR 0001537720-24-000006 filed by FineMark National 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 ended2024-03-31
    13F 63,468 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $23,256,578.

    13F-HR 0001537720-24-000004 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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