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Disclosery

Colonial Trust Advisors: CAT position timeline

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

Colonial Trust Advisors held 21,045 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,045 shares
    Change vs previous 13F +671 shares

    1.01% of the 13F portfolio, value $22,410,773.

    13F-HR 0001398344-26-013984 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 15,594 shares
    • Colonial Trust Co / SC: 5,451 shares

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

  2. period ended2026-03-31
    13F 20,374 shares
    Change vs previous 13F -659 shares

    0.71% of the 13F portfolio, value $14,434,757.

    13F-HR 0001398344-26-009001 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 15,781 shares
    • Colonial Trust Co / SC: 4,593 shares

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

  3. period ended2025-12-31
    13F 21,033 shares
    Change vs previous 13F -48 shares

    0.58% of the 13F portfolio, value $12,049,492.

    13F-HR 0001398344-26-002829 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 16,250 shares
    • Colonial Trust Co / SC: 4,783 shares

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

  4. period ended2025-09-30
    13F 21,081 shares
    Change vs previous 13F -512 shares

    0.49% of the 13F portfolio, value $10,058,815.

    13F-HR 0001398344-25-020602 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 16,460 shares
    • Colonial Trust Co / SC: 4,621 shares

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

  5. period ended2025-06-30
    13F 21,593 shares
    Change vs previous 13F -74 shares

    0.44% of the 13F portfolio, value $8,382,820.

    13F-HR 0001398344-25-015189 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 17,052 shares
    • Colonial Trust Co / SC: 4,541 shares

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

  6. period ended2025-03-31
    13F 21,667 shares
    Change vs previous 13F +23 shares

    0.4% of the 13F portfolio, value $7,145,824.

    13F-HR 0001398344-25-009319 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 17,145 shares
    • Colonial Trust Co / SC: 4,522 shares

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

  7. period ended2024-12-31
    13F 21,644 shares
    Change vs previous 13F -443 shares

    0.44% of the 13F portfolio, value $7,851,494.

    13F-HR 0001398344-25-002651 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 17,074 shares
    • Colonial Trust Co / SC: 4,570 shares

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

  8. period ended2024-09-30
    13F 22,087 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $8,638,829.

    13F-HR 0001398344-24-020481 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 18,851 shares
    • Colonial Trust Co / SC: 3,236 shares

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