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Florida Trust Wealth Management Co: CAT position timeline

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

Florida Trust Wealth Management Co held 39,383 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,383 shares
    Change vs previous 13F +206 shares

    1.04% of the 13F portfolio, value $41,938,957.

    13F-HR 0001651023-26-000004 filed by Florida Trust Wealth Management 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 39,177 shares
    Change vs previous 13F +1,246 shares

    0.78% of the 13F portfolio, value $27,755,337.

    13F-HR 0001651023-26-000002 filed by Florida Trust Wealth Management 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 37,931 shares
    Change vs previous 13F +159 shares

    0.6% of the 13F portfolio, value $21,729,532.

    13F-HR 0001651023-26-000001 filed by Florida Trust Wealth Management 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 37,772 shares
    Change vs previous 13F -758 shares

    0.51% of the 13F portfolio, value $18,022,909.

    13F-HR 0001651023-25-000007 filed by Florida Trust Wealth Management 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 38,530 shares
    Change vs previous 13F -3,149 shares

    0.46% of the 13F portfolio, value $14,957,732.

    13F-HR 0001651023-25-000006 filed by Florida Trust Wealth Management 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 41,679 shares
    Change vs previous 13F -4,650 shares

    0.45% of the 13F portfolio, value $13,745,734.

    13F-HR 0001651023-25-000002 filed by Florida Trust Wealth Management 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 46,329 shares
    Change vs previous 13F +942 shares

    0.54% of the 13F portfolio, value $16,806,308.

    13F-HR 0001651023-25-000001 filed by Florida Trust Wealth Management 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 45,387 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $17,751,764.

    13F-HR 0001651023-24-000006 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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