Catherine Avery Investment Management LLC
Position in CARR — CARRIER GLOBAL Corp
CIK 2103454
LONGBOAT KEY, FL
Position in CARR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$953
+$221 QoQ
Shares Held
13
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,602
of 1,618 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Catherine Avery Investment Management LLC holds $1,219,948 across 2 Building Products & Equipment names. CARR ranks #2 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
8,343 | $1,218,995 | |
| 2 | CARR |
CARRIER GLOBAL Corp
This page
|
13 | $953 |
All Filings in CARR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $953 | 13 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $732 | 13 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $686 | 13 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $776 | 13 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $951 | 13 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $824 | 13 | Shares | Sole | 2026-01-05 | |
| 2024-12-31 | $887 | 13 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||