Charter Oak Capital Management, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1810720 PORTSMOUTH, NH

Position in CARR

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$201,195

-$36,231 QoQ

Shares Held

3,573

-10.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

17 quarters on record

Voting authority Sole 43% Shared 0% None 57%

Industrials · as of Mar 31, 2026

Charter Oak Capital Management, LLC holds $201,195 across 1 Building Products & Equipment name. CARR ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CARR	CARRIER GLOBAL Corp This page	3,573	$201,195

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$201,195	3,573	-10.2%	Shares	Sole	2026-04-24
2025-09-30	$237,426	3,977	+3.4%	Shares	Sole	2025-10-30
2025-06-30	$281,561	3,847	+9.1%	Shares	Sole	2025-07-10
2025-03-31	$223,548	3,526	+0.1%	Shares	Sole	2025-04-14
2024-12-31	$240,479	3,523	+0.2%	Shares	Sole	2025-01-22
2024-09-30	$283,002	3,516	+8.2%	Shares	Sole	2024-10-30
2024-06-30	$205,010	3,250	-22.2%	Shares	Sole	2024-07-24
2023-12-31	$240,026	4,178	-1.2%	Shares	Sole	2024-01-26
2023-09-30	$233,385	4,228	+0.0%	Shares	Sole	2023-10-05
2023-06-30	$210,124	4,227	-4.9%	Shares	Sole	2023-07-20
2022-06-30	$158,473	4,444	+0.0%	Shares	Sole	2022-07-21
2022-03-31	$203,800	4,443	+1.6%	Shares	Sole	2022-05-05
2021-12-31	$237,137	4,372	+2.8%	Shares	Sole	2022-02-09
2021-09-30	$220,031	4,251	+2.4%	Shares	Sole	2021-11-08
2021-06-30	$201,690	4,150	-0.5%	Shares	Sole	2021-07-29
2021-03-31	$176,015	4,169	-4.4%	Shares	Sole	2021-05-17
2020-12-31	$164,534	4,362	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.