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Disclosery

Vantage Point Financial LLC: CAT position timeline

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

Vantage Point Financial LLC held 6,230 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,230 shares
    Change vs previous 13F +36 shares

    2.03% of the 13F portfolio, value $6,634,067.

    13F-HR 0001986152-26-000158 filed by Vantage Point 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 6,194 shares
    Change vs previous 13F +19 shares

    1.54% of the 13F portfolio, value $4,387,848.

    13F-HR 0001986152-26-000059 filed by Vantage Point 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 6,175 shares
    Change vs previous 13F +29 shares

    1.27% of the 13F portfolio, value $3,537,595.

    13F-HR 0001986152-26-000002 filed by Vantage Point 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 6,146 shares
    Change vs previous 13F +33 shares

    1.14% of the 13F portfolio, value $2,932,490.

    13F-HR 0002048892-25-000003 filed by Vantage Point 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 6,113 shares
    Change vs previous 13F -51 shares

    1.04% of the 13F portfolio, value $2,373,285.

    13F-HR 0002048892-25-000001 filed by Vantage Point 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 6,164 shares
    Change vs previous 13F +92 shares

    1.02% of the 13F portfolio, value $2,032,887.

    13F-HR 0001986152-25-000030 filed by Vantage Point 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 6,072 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $2,202,679.

    13F-HR 0001986152-25-000008 filed by Vantage Point Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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