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Crestwood Advisors Group LLC

SEC CIK
0001426853
Latest filing
Aug 3, 2026

CATC holding history

Cambridge Bancorp in every 13F filed by Crestwood Advisors Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CATC overviewAll 13F holders of CATCFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of CATC by Crestwood Advisors Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−7,001−100.0%Sold outHolders
Q2 20247,001$483.1K<0.1%00.0%UnchangedHolders
Q1 20247,001$477.2K<0.1%00.0%UnchangedHolders
Q4 20237,001$485.9K<0.1%+290+4.3%AddedHolders
Q3 20236,711$418.1K<0.1%00.0%UnchangedHolders
Q2 20236,711$364.5K<0.1%+813+13.8%AddedHolders
Q1 20235,898$382.3K<0.1%00.0%UnchangedHolders
Q4 20225,898$489.9K<0.1%00.0%UnchangedHolders
Q3 20225,898$470.0K<0.1%00.0%UnchangedHolders
Q2 20225,898$488.0K<0.1%+509+9.4%AddedHolders
Q1 20225,389$458.0K<0.1%00.0%UnchangedHolders
Q4 20215,389$504.0K<0.1%+457+9.3%AddedHolders
Q3 20214,932$434.0K<0.1%00.0%UnchangedHolders
Q2 20214,932$409.0K<0.1%00.0%UnchangedHolders
Q1 20214,932$416.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.