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Disclosery

BankPlus Trust Department: CAT position timeline

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

BankPlus Trust Department held 5,201 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,201 shares
    Change vs previous 13F -248 shares

    0.85% of the 13F portfolio, value $5,538,665.

    13F-HR 0002047270-26-000003 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 4,063 shares
    • BankPlus Wealth Management LLC: 1,138 shares

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

  2. period ended2026-03-31
    13F 5,449 shares
    Change vs previous 13F -605 shares

    0.68% of the 13F portfolio, value $3,860,652.

    13F-HR 0002047270-26-000002 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 4,286 shares
    • BankPlus Wealth Management LLC: 1,163 shares

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

  3. period ended2025-12-31
    13F 6,054 shares
    Change vs previous 13F -247 shares

    0.62% of the 13F portfolio, value $3,468,255.

    13F-HR 0002047270-26-000001 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 4,650 shares
    • BankPlus Wealth Management LLC: 1,404 shares

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

  4. period ended2025-09-30
    13F 6,301 shares
    Change vs previous 13F -1,304 shares

    0.55% of the 13F portfolio, value $3,007,471.

    13F-HR 0002047270-25-000009 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 4,892 shares
    • BankPlus Wealth Management LLC: 1,409 shares

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

  5. period ended2025-06-30
    13F 7,605 shares
    Change vs previous 13F +1,344 shares

    0.6% of the 13F portfolio, value $2,952,847.

    13F-HR 0002047270-25-000006 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 6,212 shares
    • BankPlus Wealth Management LLC: 1,393 shares

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

  6. period ended2025-03-31
    13F 6,261 shares
    Change vs previous 13F +96 shares

    0.47% of the 13F portfolio, value $2,064,902.

    13F-HR 0002047270-25-000004 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 4,887 shares
    • BankPlus Wealth Management LLC: 1,374 shares

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

  7. period ended2024-12-31
    13F 6,165 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,236,395.

    13F-HR 0002047270-25-000001 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 4,813 shares
    • BankPlus Wealth Management LLC: 1,352 shares

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