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Disclosery

Montis Financial, LLC: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Montis Financial, LLC on CAT, newest first. How the timeline and the estimate are built.

Montis Financial, LLC held 3,416 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,416 shares
    Change vs previous 13F -20 shares

    0.74% of the 13F portfolio, value $3,637,900.

    13F-HR 0001844314-26-000004 filed by Montis Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,436 shares
    Change vs previous 13F -331 shares

    0.5% of the 13F portfolio, value $2,434,340.

    13F-HR 0001844314-26-000003 filed by Montis Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,767 shares
    Change vs previous 13F +99 shares

    0.43% of the 13F portfolio, value $2,158,048.

    13F-HR 0001844314-26-000001 filed by Montis Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,668 shares
    Change vs previous 13F -92 shares

    0.4% of the 13F portfolio, value $1,750,227.

    13F-HR 0001844314-25-000008 filed by Montis Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,760 shares
    Change vs previous 13F -18 shares

    0.41% of the 13F portfolio, value $1,459,622.

    13F-HR 0001844314-25-000004 filed by Montis Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,778 shares
    Change vs previous 13F -40 shares

    0.37% of the 13F portfolio, value $1,245,934.

    13F-HR 0001844314-25-000003 filed by Montis Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,818 shares
    Change vs previous 13F +421 shares

    0.43% of the 13F portfolio, value $1,384,953.

    13F-HR 0001844314-25-000001 filed by Montis Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,397 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,328,554.

    13F-HR 0001844314-24-000002 filed by Montis Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).