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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Summit Financial Strategies's CAT Position: Q2 2026 in Review

Summit Financial Strategies increased its Caterpillar (CAT) stake by 2.8% in Q2 2026, buying an estimated $48.3K and bringing the position to 2,004 shares worth $2.13M. The position accounts for 0.15% of the portfolio, ranked #50.

Summit Financial Strategies first reported a position in CAT in Q4 2019 and has held it in 25 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Summit Financial Strategies held 2,004 shares of Caterpillar worth $2.13M as of Q2 2026.
  • Summit Financial Strategies bought 55 Caterpillar shares in Q2 2026, an estimated $48.3K.
  • Caterpillar made up 0.15% of Summit Financial Strategies's portfolio in Q2 2026, its #50 holding.
  • Summit Financial Strategies first reported a position in Caterpillar in Q4 2019 and has held it in 25 quarters since.
  • 4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.