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Disclosery

SUMMITRY LLC: CAT position timeline

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

SUMMITRY LLC held 19,781 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,781 shares
    Change vs previous 13F -529 shares

    0.69% of the 13F portfolio, value $21,065,000.

    13F-HR 0001941040-26-000431 filed by SUMMITRY 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/A 20,310 shares
    Change vs previous 13F -2,198 shares

    0.51% of the 13F portfolio, value $14,389,002.

    13F-HR/A 0001941040-26-000383 filed by SUMMITRY 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 22,508 shares
    Change vs previous 13F +371 shares

    0.54% of the 13F portfolio, value $12,893,996.

    13F-HR 0001941040-26-000079 filed by SUMMITRY 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 22,137 shares
    Change vs previous 13F +977 shares

    0.45% of the 13F portfolio, value $10,562,674.

    13F-HR 0001941040-25-000598 filed by SUMMITRY 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 21,160 shares
    Change vs previous 13F +2,034 shares

    0.37% of the 13F portfolio, value $8,214,452.

    13F-HR 0001941040-25-000465 filed by SUMMITRY 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 19,126 shares
    Change vs previous 13F +1,636 shares

    0.32% of the 13F portfolio, value $6,307,683.

    13F-HR 0001085146-25-003029 filed by SUMMITRY 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 17,490 shares
    Change vs previous 13F +502 shares

    0.31% of the 13F portfolio, value $6,344,673.

    13F-HR 0001085146-25-001020 filed by SUMMITRY 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 16,988 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $6,644,436.

    13F-HR 0001085146-24-005408 filed by SUMMITRY LLC
    Filed (acceptance time not in the bulk data set), ingested

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