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Disclosery

HM PAYSON & CO: CAT position timeline

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

HM PAYSON & CO held 56,006 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 56,006 shares
    Change vs previous 13F -53,259 shares

    0.79% of the 13F portfolio, value $59,640,631.

    13F-HR 0000928052-26-000003 filed by HM PAYSON & 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 109,265 shares
    Change vs previous 13F -15,180 shares

    1.12% of the 13F portfolio, value $77,410,172.

    13F-HR 0000928052-26-000002 filed by HM PAYSON & 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 124,445 shares
    Change vs previous 13F -648 shares

    1.01% of the 13F portfolio, value $71,290,573.

    13F-HR 0000928052-26-000001 filed by HM PAYSON & 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 125,093 shares
    Change vs previous 13F -12,933 shares

    0.86% of the 13F portfolio, value $59,688,048.

    13F-HR 0000928052-25-000004 filed by HM PAYSON & 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 138,026 shares
    Change vs previous 13F -17,845 shares

    0.85% of the 13F portfolio, value $53,582,903.

    13F-HR 0000928052-25-000005 filed by HM PAYSON & 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 155,871 shares
    Change vs previous 13F +26,430 shares

    0.9% of the 13F portfolio, value $51,406,253.

    13F-HR 0000928052-25-000002 filed by HM PAYSON & 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 129,441 shares
    Change vs previous 13F -1,268 shares

    0.8% of the 13F portfolio, value $46,955,926.

    13F-HR 0000928052-25-000001 filed by HM PAYSON & 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 130,709 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $51,122,737.

    13F-HR 0000928052-24-000004 filed by HM PAYSON & CO
    Filed (acceptance time not in the bulk data set), ingested

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