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CATALYST FINANCIAL PARTNERS LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1927537 BOSTON, MA

Position in CARR

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$309,537
+$84,917 QoQ
Shares Held
4,220
+5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,070
of 1,624 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CARR Over Time

Shares Held

Position Value (USD)

Position in Building Products & Equipment

Industrials · as of Jun 30, 2026

CATALYST FINANCIAL PARTNERS LLC holds $2,193,510 across 3 Building Products & Equipment names. CARR ranks #3 (14.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 CARR
CARRIER GLOBAL Corp
This page
4,220 $309,537

All Filings in CARR

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8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $309,537 4,220
2026-03-31 $224,620 3,989
2025-09-30 $245,486 4,112
2025-06-30 $295,907 4,043
2025-03-31 $242,695 3,828
2024-12-31 $252,425 3,698
2024-09-30 $280,749 3,488
2024-06-30 $213,651 3,387