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Disclosery

Sage Mountain Advisors LLC: CAT position timeline

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

Sage Mountain Advisors LLC held 1,151 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,151 shares
    Change vs previous 13F +672 shares

    0.08% of the 13F portfolio, value $1,225,169.

    13F-HR 0001398344-26-013547 filed by Sage Mountain Advisors 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 479 shares
    Change vs previous 13F -3,067 shares

    0.02% of the 13F portfolio, value $339,352.

    13F-HR 0001398344-26-008901 filed by Sage Mountain Advisors 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 3,546 shares
    Change vs previous 13F +92 shares

    0.11% of the 13F portfolio, value $2,031,471.

    13F-HR 0001398344-26-001120 filed by Sage Mountain Advisors 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 3,454 shares
    Change vs previous 13F +317 shares

    0.09% of the 13F portfolio, value $1,648,138.

    13F-HR 0001398344-25-019993 filed by Sage Mountain Advisors 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 3,137 shares
    Change vs previous 13F +85 shares

    0.08% of the 13F portfolio, value $1,217,749.

    13F-HR 0001398344-25-014219 filed by Sage Mountain Advisors 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 3,052 shares
    Change vs previous 13F +421 shares

    0.07% of the 13F portfolio, value $1,006,494.

    13F-HR 0001398344-25-008521 filed by Sage Mountain Advisors 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 2,631 shares
    Change vs previous 13F +211 shares

    0.07% of the 13F portfolio, value $954,360.

    13F-HR 0001398344-25-002201 filed by Sage Mountain Advisors 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 2,420 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $946,444.

    13F-HR 0001398344-24-019579 filed by Sage Mountain Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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