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Stone Summit Wealth LLC: CAT position timeline

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

Stone Summit Wealth LLC held 5,707 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,707 shares
    Change vs previous 13F -438 shares

    1.54% of the 13F portfolio, value $6,077,384.

    13F-HR 0001754960-26-000614 filed by Stone Summit Wealth 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 6,145 shares
    Change vs previous 13F -525 shares

    1.21% of the 13F portfolio, value $4,353,487.

    13F-HR 0002085853-26-000460 filed by Stone Summit Wealth 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 6,670 shares
    Change vs previous 13F -281 shares

    1.04% of the 13F portfolio, value $3,821,043.

    13F-HR 0002085853-26-000102 filed by Stone Summit Wealth 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 6,951 shares
    Change vs previous 13F -226 shares

    0.94% of the 13F portfolio, value $3,316,670.

    13F-HR 0002085853-25-000137 filed by Stone Summit Wealth 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 7,177 shares
    Change vs previous 13F +100 shares

    0.86% of the 13F portfolio, value $2,786,183.

    13F-HR 0001667731-25-000854 filed by Stone Summit Wealth 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 7,077 shares
    Change vs previous 13F +325 shares

    0.79% of the 13F portfolio, value $2,333,995.

    13F-HR 0001667731-25-000518 filed by Stone Summit Wealth 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 6,752 shares
    Change vs previous 13F +31 shares

    0.82% of the 13F portfolio, value $2,449,356.

    13F-HR 0001667731-25-000149 filed by Stone Summit Wealth 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 6,721 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $2,628,718.

    13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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