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Disclosery

Essex Financial Services, Inc.: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Essex Financial Services, Inc. on CAT, newest first. How the timeline and the estimate are built.

Essex Financial Services, Inc. held 16,803 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,803 shares
    Change vs previous 13F -932 shares

    0.72% of the 13F portfolio, value $17,893,506.

    13F-HR 0001951757-26-001201 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 12,363 shares
    • Essex Bank: 4,440 shares

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

  2. period ended2026-03-31
    13F 17,735 shares
    Change vs previous 13F -289 shares

    0.56% of the 13F portfolio, value $12,564,517.

    13F-HR 0001951757-26-000732 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 12,727 shares
    • Essex Bank: 5,008 shares

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

  3. period ended2025-12-31
    13F 18,024 shares
    Change vs previous 13F +22 shares

    0.47% of the 13F portfolio, value $10,325,328.

    13F-HR 0001951757-26-000399 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 12,790 shares
    • Essex Bank: 5,234 shares

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

  4. period ended2025-09-30
    13F 18,002 shares
    Change vs previous 13F -1,000 shares

    0.41% of the 13F portfolio, value $8,589,577.

    13F-HR 0001951757-25-001347 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 12,318 shares
    • Essex Bank: 5,684 shares

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

  5. period ended2025-06-30
    13F 19,002 shares
    Change vs previous 13F +538 shares

    0.38% of the 13F portfolio, value $7,376,719.

    13F-HR 0001951757-25-000875 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 13,218 shares
    • Essex Bank: 5,784 shares

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

  6. period ended2025-03-31
    13F 18,464 shares
    Change vs previous 13F -877 shares

    0.34% of the 13F portfolio, value $6,089,332.

    13F-HR 0001951757-25-000454 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 12,435 shares
    • Essex Bank: 6,029 shares

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

  7. period ended2024-12-31
    13F 19,341 shares
    Change vs previous 13F +908 shares

    0.39% of the 13F portfolio, value $7,016,026.

    13F-HR 0001951757-25-000141 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 13,212 shares
    • Essex Bank: 6,129 shares

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

  8. period ended2024-09-30
    13F 18,433 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $7,177,064.

    13F-HR 0001951757-24-001121 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 12,189 shares
    • Essex Bank: 6,244 shares

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