Summit Trail Advisors, LLC's ownership history for CAT

Summit Trail Advisors, LLC currently holds 41.2K shares with a market value of $29.2M. It started holding CAT on 2024-09-30. At its peak, it held 42.3K shares on 2025-06-30. Its highest holding value was $29.2M on 2026-03-31. At its lowest, it held 39.8K shares on 2024-09-30, with a value of $15.6M on 2024-09-30. In the recent 180 days, Summit Trail Advisors, LLC has decreased its shares by 924. In the recent year, Summit Trail Advisors, LLC has increased its shares by 1.5K.