Summit Trail Advisors, LLC's ownership history for CAT

Summit Trail Advisors, LLC currently holds 41.4K shares with a market value of $23.7M. 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 $23.7M on 2025-12-31. 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 922.