NEVILLE RODIE & SHAW INC: CAT position timeline

NEVILLE RODIE & SHAW INC held 14,902 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 14,902 shares

   Change vs previous 13F -50 shares

   0.82% of the 13F portfolio, value $12,082,000.

   13F-HR 0000071210-26-000006 filed by NEVILLE RODIE & SHAW INC
   Accepted 2026-10-05 13:53:17 UTC, ingested 2026-10-06 10:25:12 UTC

2. period ended2026-06-30

   13F 14,952 shares

   Change vs previous 13F -360 shares

   1.03% of the 13F portfolio, value $15,922,000.

   13F-HR 0000071210-26-000003 filed by NEVILLE RODIE & SHAW INC
   Filed 2026-07-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 15,312 shares

   Change vs previous 13F -425 shares

   0.79% of the 13F portfolio, value $10,848,000.

   13F-HR 0000071210-26-000002 filed by NEVILLE RODIE & SHAW INC
   Filed 2026-04-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 15,737 shares

   Change vs previous 13F -857 shares

   0.64% of the 13F portfolio, value $9,016,000.

   13F-HR 0000071210-26-000001 filed by NEVILLE RODIE & SHAW INC
   Filed 2026-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 16,594 shares

   Change vs previous 13F -1,085 shares

   0.57% of the 13F portfolio, value $7,917,000.

   13F-HR 0000071210-25-000006 filed by NEVILLE RODIE & SHAW INC
   Filed 2025-10-01 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 17,679 shares

   Change vs previous 13F -466 shares

   0.51% of the 13F portfolio, value $6,863,000.

   13F-HR 0000071210-25-000003 filed by NEVILLE RODIE & SHAW INC
   Filed 2025-07-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 18,145 shares

   Change vs previous 13F -175 shares

   0.47% of the 13F portfolio, value $5,984,000.

   13F-HR 0000071210-25-000002 filed by NEVILLE RODIE & SHAW INC
   Filed 2025-04-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 18,320 shares

   Change vs previous 13F not available

   0.48% of the 13F portfolio, value $6,646,000.

   13F-HR 0000071210-25-000001 filed by NEVILLE RODIE & SHAW INC
   Filed 2025-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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