Summit Trail Advisors, LLC's ownership history for CAT

Summit Trail Advisors, LLC currently holds 42.2K shares with a market value of $20.1M. 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 $20.1M on 2025-09-30. 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 increased its shares by 2.4K.