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Disclosery

TritonPoint Partners, LLC: CAT position timeline

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

TritonPoint Partners, LLC held 19,733 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,733 shares
    Change vs previous 13F +8,902 shares

    0.95% of the 13F portfolio, value $21,013,743.

    13F-HR 0002111167-26-000003 filed by TritonPoint Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TRITONPOINT WEALTH, LLC: 9,764 shares
    • TritonPoint Partners, LLC: 9,969 shares

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

  2. period ended2026-03-31
    13F 10,831 shares
    Change vs previous 13F +204 shares

    0.64% of the 13F portfolio, value $7,673,354.

    13F-HR 0002008171-26-000003 filed by TRITONPOINT WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TRITONPOINT WEALTH, LLC: 9,953 shares
    • TritonPoint Partners, LLC: 878 shares

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

  3. period ended2025-12-31
    13F 10,627 shares
    Change vs previous 13F -494 shares

    0.62% of the 13F portfolio, value $6,087,909.

    13F-HR 0002008171-26-000001 filed by TRITONPOINT 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 11,121 shares
    Change vs previous 13F +715 shares

    0.46% of the 13F portfolio, value $5,306,401.

    13F-HR 0002008171-25-000008 filed by TRITONPOINT 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 10,406 shares
    Change vs previous 13F -253 shares

    0.37% of the 13F portfolio, value $4,039,726.

    13F-HR 0002008171-25-000004 filed by TRITONPOINT 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 10,659 shares
    Change vs previous 13F +90 shares

    0.33% of the 13F portfolio, value $3,515,349.

    13F-HR 0002008171-25-000003 filed by TRITONPOINT 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 10,569 shares
    Change vs previous 13F -142 shares

    0.35% of the 13F portfolio, value $3,833,841.

    13F-HR 0002008171-25-000002 filed by TRITONPOINT 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 10,711 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $4,188,675.

    13F-HR 0002008171-24-000005 filed by TRITONPOINT WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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