Position in CARR
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,048,830
+$98,979 QoQ
Shares Held
18,626
+3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026PATTEN & PATTEN INC/TN holds $15,297,208 across 2 Building Products & Equipment names. CARR ranks #2 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPX |
Louisiana-Pacific Corp
|
195,854 | $14,248,378 | |
| 2 | CARR |
CARRIER GLOBAL Corp
This page
|
18,626 | $1,048,830 |
All Filings in CARR
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,048,830 | 18,626 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $949,851 | 17,976 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,082,002 | 18,124 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,326,495 | 18,124 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,149,061 | 18,124 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,237,144 | 18,124 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,466,849 | 18,224 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,181,109 | 18,724 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,088,426 | 18,724 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,075,693 | 18,724 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,033,564 | 18,724 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $941,209 | 18,934 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $866,230 | 18,934 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $781,646 | 18,949 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $662,802 | 18,639 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $666,164 | 18,681 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $864,924 | 18,856 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,032,621 | 19,038 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $985,303 | 19,036 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $925,149 | 19,036 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $902,494 | 21,376 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $813,658 | 21,571 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $694,693 | 22,747 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $515,548 | 23,202 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||