Charles Schwab Trust Co: CAT position timeline

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

Charles Schwab Trust Co held 3,326,771 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 3,326,771 shares
Change vs previous 13F -31,134 shares
0.47% of the 13F portfolio, value $3,538,884,489.
13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3,322,782 shares
- Charles Schwab Trust Co: 3,989 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,357,905 shares
Change vs previous 13F +7,015 shares
0.36% of the 13F portfolio, value $2,374,323,058.
13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3,354,003 shares
- Charles Schwab Trust Co: 3,902 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 3,350,890 shares
Change vs previous 13F +5,955 shares
0.3% of the 13F portfolio, value $1,919,630,283.
13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3,345,375 shares
- Charles Schwab Trust Co: 5,515 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 3,344,935 shares
Change vs previous 13F +994 shares
0.25% of the 13F portfolio, value $1,595,396,053.
13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3,338,829 shares
- Charles Schwab Trust Co: 6,106 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 3,343,941 shares
Change vs previous 13F +34,499 shares
0.22% of the 13F portfolio, value $1,297,771,061.
13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3,337,915 shares
- Charles Schwab Trust Co: 6,026 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 3,309,442 shares
Change vs previous 13F +15,057 shares
0.2% of the 13F portfolio, value $1,091,444,753.
13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-09-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3,304,448 shares
- Charles Schwab Trust Co: 4,994 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 3,294,385 shares
Change vs previous 13F +61,706 shares
0.22% of the 13F portfolio, value $1,195,071,138.
13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3,289,101 shares
- Charles Schwab Trust Co: 5,284 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 3,232,679 shares
Change vs previous 13F not available
0.24% of the 13F portfolio, value $1,264,362,767.
13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3,227,378 shares
- Charles Schwab Trust Co: 5,301 shares
Acceptance time not in the bulk data set (spec §4.2).