CapWealth Advisors, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1531809 FRANKLIN, TN

Position in CARR

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$6,638,498

+$830,590 QoQ

Shares Held

117,892

+7.3% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 98% Shared 0% None 2%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,638,498	117,892	+7.3%	Shares	Sole	2026-05-05
2025-12-31	$5,807,908	109,915	+1.8%	Shares	Sole	2026-02-06
2025-09-30	$6,446,346	107,979	-0.0%	Shares	Sole	2026-02-06
2025-06-30	$7,904,739	108,003	+2.1%	Shares	Sole	2025-07-29
2025-03-31	$6,703,662	105,736	+5.9%	Shares	Sole	2025-04-30
2024-12-31	$6,817,535	99,876	-0.4%	Shares	Sole	2025-01-30
2024-09-30	$8,067,754	100,233	+1.0%	Shares	Sole	2024-10-31
2024-06-30	$6,259,176	99,226	+0.2%	Shares	Sole	2024-08-05
2024-03-31	$5,754,114	98,987	-0.0%	Shares	Sole	2024-05-03
2023-12-31	$5,688,699	99,020	+0.5%	Shares	Sole	2024-01-31
2023-09-30	$5,439,904	98,549	+1.8%	Shares	Sole	2023-11-01
2023-06-30	$4,813,121	96,824	+0.4%	Shares	Sole	2023-08-07
2023-03-31	$4,411,489	96,426	-7.4%	Shares	Sole	2023-05-02
2022-12-31	$4,293,341	104,081	+1.8%	Shares	Sole	2023-02-01
2022-09-30	$3,637,147	102,282	-0.1%	Shares	Sole	2022-11-02
2022-06-30	$3,649,729	102,348	+4.7%	Shares	Sole	2022-08-05
2022-03-31	$4,482,003	97,711	+1.5%	Shares	Sole	2022-05-04
2021-12-31	$5,222,118	96,278	+1.7%	Shares	Sole	2022-02-10
2021-09-30	$4,898,928	94,647	+1.0%	Shares	Sole	2021-11-09
2021-06-30	$4,554,792	93,720	+10.0%	Shares	Sole	2021-08-10
2021-03-31	$3,597,312	85,204	-0.6%	Shares	Sole	2021-05-03
2020-12-31	$3,231,962	85,683	-3.9%	Shares	Sole	2021-02-17
2020-09-30	$2,722,518	89,146	-4.4%	Shares	Sole	2020-11-12
2020-06-30	$2,072,126	93,255	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.