Patten Group, Inc.

SEC CIK: 0001633207
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

CARR holding history

Carrier Global Corp in every 13F filed by Patten Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CARR overview All 13F holders of CARR Full Q2 2026 holdings

Shares (Q2 2026): 57,374
Value: $4.21M
% of portfolio: 0.7%
Quarters held: 22; Since Q1 2021

Holdings of CARR by Patten Group, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	57,374	$4.21M	0.7%	−158−0.3%	Reduced	Holders
Q1 2026	57,532	$3.24M	0.6%	−2,479−4.1%	Reduced	Holders
Q4 2025	60,011	$3.17M	0.6%	−4,421−6.9%	Reduced	Holders
Q3 2025	64,432	$3.85M	0.7%	+2,281+3.7%	Added	Holders
Q2 2025	62,151	$4.55M	1.0%	−1,871−2.9%	Reduced	Holders
Q1 2025	64,022	$4.06M	0.9%	−2,265−3.4%	Reduced	Holders
Q4 2024	66,287	$4.52M	1.0%	−639−1.0%	Reduced	Holders
Q3 2024	66,926	$5.39M	1.2%	−150−0.2%	Reduced	Holders
Q2 2024	67,076	$4.23M	1.0%	+217+0.3%	Added	Holders
Q1 2024	66,859	$3.89M	1.0%	−398−0.6%	Reduced	Holders
Q4 2023	67,257	$3.86M	1.0%	−915−1.3%	Reduced	Holders
Q3 2023	68,172	$3.76M	1.1%	−83−0.1%	Reduced	Holders
Q2 2023	68,255	$3.39M	1.0%	−489−0.7%	Reduced	Holders
Q1 2023	68,744	$3.15M	0.9%	−216−0.3%	Reduced	Holders
Q4 2022	68,960	$2.84M	0.9%	+2,331+3.5%	Added	Holders
Q3 2022	66,629	$2.35M	0.8%	+796+1.2%	Added	Holders
Q2 2022	65,833	$2.40M	0.8%	+2,137+3.4%	Added	Holders
Q1 2022	63,696	$2.92M	0.8%	−375−0.6%	Reduced	Holders
Q4 2021	64,071	$3.48M	0.9%	−545−0.8%	Reduced	Holders
Q3 2021	64,616	$3.35M	1.0%	+636+1.0%	Added	Holders
Q2 2021	63,980	$3.11M	0.9%	+1,321+2.1%	Added	Holders
Q1 2021	62,659	$2.65M	0.8%	–	–	Holders

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