Carter Bank and Trust (CARE) — Strategic Asset Allocation Index
Carter Bank and Trust (CARE) has a Strategic Asset Allocation Index of 163.4% as of September 2025. Strategic assets (PP&E of $- plus long-term investments of $674.57 Million) total $674.57 Million, measured against net assets of $412.84 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Carter Bank and Trust Strategic Asset Allocation Index (2009–2024)
This chart shows how Carter Bank and Trust's Strategic Asset Allocation Index has evolved across 16 annual periods from 2009 to 2024. As of September 2025, the index stands at 163.4%, representing strategic assets of $674.57 Million against net assets of $412.84 Million USD. Explore how efficiently does Carter Bank and Trust generate cash to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Carter Bank and Trust (2009–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Carter Bank and Trust from 2009 to 2024, covering 16 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see how much is Carter Bank and Trust worth.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 173.0% | $664.99 Million | $- | $664.99 Million | $384.31 Million | ▼ -48.8 pp |
| 2023 | 221.8% | $779.00 Million | $- | $779.00 Million | $351.24 Million | ▼ -54.6 pp |
| 2022 | 276.4% | $908.39 Million | $72.11 Million | $836.27 Million | $328.63 Million | ▲ +31.6 pp |
| 2021 | 244.8% | $997.70 Million | $75.30 Million | $922.40 Million | $407.60 Million | ▲ +48.2 pp |
| 2020 | 196.6% | $865.49 Million | $86.81 Million | $778.68 Million | $440.17 Million | ▲ +21.2 pp |
| 2019 | 175.4% | $829.76 Million | $87.14 Million | $742.62 Million | $473.11 Million | ▼ -23.7 pp |
| 2018 | 199.1% | $868.60 Million | $85.84 Million | $782.76 Million | $436.21 Million | ▼ -38.0 pp |
| 2017 | 237.1% | $1.02 Billion | $77.27 Million | $947.20 Million | $432.13 Million | ▲ +12.5 pp |
| 2016 | 224.6% | $976.30 Million | $96.61 Million | $879.69 Million | $434.65 Million | ▼ -132.0 pp |
| 2015 | 356.6% | $1.52 Billion | $99.05 Million | $1.42 Billion | $426.55 Million | ▼ -128.4 pp |
| 2014 | 485.0% | $1.93 Billion | $101.70 Million | $1.83 Billion | $397.89 Million | ▲ +457.3 pp |
| 2013 | 27.7% | $103.98 Million | $103.98 Million | $- | $374.94 Million | ▼ -1.8 pp |
| 2012 | 29.5% | $106.13 Million | $106.13 Million | $- | $359.36 Million | ▼ -2.7 pp |
| 2011 | 32.2% | $109.42 Million | $109.42 Million | $- | $339.52 Million | ▼ -2.1 pp |
| 2010 | 34.4% | $111.89 Million | $111.89 Million | $- | $325.57 Million | ▼ -2.0 pp |
| 2009 | 36.3% | $112.93 Million | $112.93 Million | $- | $310.80 Million | — |