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Disclosery

Summit Financial, LLC: CAT position timeline

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

Summit Financial, LLC held 37,003 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,003 shares
    Change vs previous 13F +138 shares

    0.43% of the 13F portfolio, value $39,404,037.

    13F-HR 0001172661-26-003336 filed by Summit 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 36,865 shares
    Change vs previous 13F +23,931 shares

    0.33% of the 13F portfolio, value $26,117,573.

    13F-HR 0001172661-26-002343 filed by Summit 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 12,934 shares
    Change vs previous 13F +220 shares

    0.11% of the 13F portfolio, value $7,409,645.

    13F-HR 0001172661-26-000703 filed by Summit 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 12,714 shares
    Change vs previous 13F +468 shares

    0.09% of the 13F portfolio, value $6,066,437.

    13F-HR 0001172661-25-004930 filed by Summit 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 12,246 shares
    Change vs previous 13F -19,797 shares

    0.11% of the 13F portfolio, value $4,753,853.

    13F-HR 0001765536-25-000007 filed by Summit 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 32,043 shares
    Change vs previous 13F -5,694 shares

    0.3% of the 13F portfolio, value $10,567,790.

    13F-HR 0001765536-25-000004 filed by Summit 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 37,737 shares
    Change vs previous 13F +853 shares

    0.48% of the 13F portfolio, value $13,689,452.

    13F-HR 0001765536-25-000001 filed by Summit 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 36,884 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $14,426,117.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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