Skip to content
Disclosery

Montecito Bank & Trust: CAT position timeline

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

Montecito Bank & Trust held 3,319 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,319 shares
    Change vs previous 13F -19 shares

    0.41% of the 13F portfolio, value $2,691,012.

    13F-HR 0001422508-26-000004 filed by Montecito Bank & Trust
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,338 shares
    Change vs previous 13F -6 shares

    0.53% of the 13F portfolio, value $3,554,636.

    13F-HR 0001422508-26-000003 filed by Montecito 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 ended2026-03-31
    13F 3,344 shares
    Change vs previous 13F -18 shares

    0.39% of the 13F portfolio, value $2,369,090.

    13F-HR 0001422508-26-000002 filed by Montecito 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 ended2025-12-31
    13F 3,362 shares
    Change vs previous 13F +17 shares

    0.31% of the 13F portfolio, value $1,925,989.

    13F-HR 0001422508-26-000001 filed by Montecito 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 ended2025-09-30
    13F 3,345 shares
    Change vs previous 13F +101 shares

    0.25% of the 13F portfolio, value $1,596,067.

    13F-HR 0001422508-25-000004 filed by Montecito 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 ended2025-03-31
    13F 3,244 shares
    Change vs previous 13F +9 shares

    0.19% of the 13F portfolio, value $1,069,871.

    13F-HR 0001422508-25-000002 filed by Montecito 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 ended2024-12-31
    13F 3,235 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,173,529.

    13F-HR 0001422508-25-000001 filed by Montecito Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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