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Disclosery

Midwest Trust Co: CAT position timeline

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

Midwest Trust Co held 142,243 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,243 shares
    Change vs previous 13F -13,563 shares

    1.72% of the 13F portfolio, value $151,474,332.

    13F-HR 0002077080-26-000012 filed by Midwest 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 155,806 shares
    Change vs previous 13F -6,553 shares

    1.38% of the 13F portfolio, value $110,382,108.

    13F-HR 0002077080-26-000009 filed by Midwest 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 162,359 shares
    Change vs previous 13F -7,350 shares

    1.16% of the 13F portfolio, value $93,010,382.

    13F-HR 0002077080-26-000002 filed by Midwest 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 169,709 shares
    Change vs previous 13F -2,420 shares

    1.05% of the 13F portfolio, value $80,976,415.

    13F-HR 0002077080-25-000006 filed by Midwest 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 172,129 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $66,822,338.

    13F-HR 0002077080-25-000004 filed by Midwest Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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