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Disclosery

Trivium Point Advisory, LLC: CAT position timeline

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

Trivium Point Advisory, LLC held 2,304 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 2,304 shares
    Change vs previous 13F +822 shares

    0.22% of the 13F portfolio, value $2,453,629.

    13F-HR 0001951757-26-001133 filed by Trivium Point Advisory, 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 1,482 shares
    Change vs previous 13F -1,738 shares

    0.19% of the 13F portfolio, value $1,049,938.

    13F-HR 0001951757-26-000655 filed by Trivium Point Advisory, 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 3,220 shares
    Change vs previous 13F +140 shares

    0.19% of the 13F portfolio, value $1,844,912.

    13F-HR 0001951757-26-000297 filed by Trivium Point Advisory, 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 3,080 shares
    Change vs previous 13F +1,154 shares

    0.15% of the 13F portfolio, value $1,469,756.

    13F-HR 0001951757-25-001393 filed by Trivium Point Advisory, 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 1,926 shares
    Change vs previous 13F +1,099 shares

    0.08% of the 13F portfolio, value $747,801.

    13F-HR 0001951757-25-000887 filed by Trivium Point Advisory, 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 827 shares
    Change vs previous 13F +124 shares

    0.03% of the 13F portfolio, value $272,837.

    13F-HR 0001951757-25-000543 filed by Trivium Point Advisory, 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 703 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $255,122.

    13F-HR 0001951757-25-000252 filed by Trivium Point Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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