SFS
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Summit Financial Strategies’s Caterpillar CAT Stock Holding History

Summit Financial Strategies’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.6M Sell
1,979
-25
-1% -$21.2K 0.11% 60
2026
Q2 		$2.13M Buy
2,004
+55
+3% +$48.3K 0.15% 50
2026
Q1 		$1.38M Hold
1,949
– – 0.11% 60
2025
Q4 		$1.12M Buy
1,949
+104
+6% +$57.8K 0.09% 63
2025
Q3 		$880K Hold
1,845
– – 0.08% 68
2025
Q2 		$716K Sell
1,845
-33
-2% -$11K 0.07% 74
2025
Q1 		$619K Hold
1,878
– – 0.06% 70
2024
Q4 		$681K Hold
1,878
– – 0.08% 67
2024
Q3 		$735K Sell
1,878
-107
-5% -$37K 0.08% 66
2024
Q2 		$661K Sell
1,985
-117
-6% -$40.6K 0.08% 69
2024
Q1 		$770K Sell
2,102
-25
-1% -$7.99K 0.11% 62
2023
Q4 		$629K Sell
2,127
-52
-2% -$13.5K 0.1% 65
2023
Q3 		$595K Hold
2,179
– – 0.11% 61
2023
Q2 		$536K Buy
2,179
+2
+0.1% +$446 0.1% 62
2023
Q1 		$498K Hold
2,177
– – 0.1% 68
2022
Q4 		$522K Sell
2,177
-107
-5% -$23.3K 0.11% 64
2022
Q3 		$375K Hold
2,284
– – 0.09% 72
2022
Q2 		$408K Hold
2,284
– – 0.1% 70
2022
Q1 		$509K Sell
2,284
-36
-2% -$7.55K 0.1% 61
2021
Q4 		$480K Sell
2,320
-1,089
-32% -$219K 0.09% 65
2021
Q3 		$654K Buy
3,409
+36
+1% +$7.5K 0.12% 53
2021
Q2 		$734K Buy
3,373
+1,954
+138% +$451K 0.15% 51
2021
Q1 		$329K Buy
1,419
+1
+0.1% +$207 0.12% 51
2020
Q4 		$258K Buy
1,418
+1
+0.1% +$170 0.09% 71
2020
Q3 		$211K Buy
+1,417
New +$199K 0.09% 69
2020
Q1 		– Sell
-1,417
Closed -$209K – 59
2019
Q4 		$209K Buy
+1,417
New +$198K 0.1% 56

Other funds holding CAT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Summit Financial Strategies's CAT Position: Q3 2026 in Review

Summit Financial Strategies reduced its Caterpillar (CAT) stake by 1.2% in Q3 2026, selling an estimated $21.2K and leaving 1,979 shares worth $1.6M. The position accounts for 0.11% of the portfolio, ranked #60.

Summit Financial Strategies first reported a position in CAT in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.13M in Q2 2026. 470 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Summit Financial Strategies held 1,979 shares of Caterpillar worth $1.6M as of Q3 2026.
  • Summit Financial Strategies sold 25 Caterpillar shares in Q3 2026, an estimated $21.2K.
  • Caterpillar made up 0.11% of Summit Financial Strategies's portfolio in Q3 2026, its #60 holding.
  • Summit Financial Strategies first reported a position in Caterpillar in Q4 2019 and has held it in 26 quarters since.
  • Summit Financial Strategies's Caterpillar position peaked at $2.13M in Q2 2026.
  • 470 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.