Summit Financial Wealth Advisors’s Caterpillar CAT Stock Holding History

Summit Financial Wealth Advisors’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	$571K	Buy	536 +88	+20%	+$77.3K	0.07%	117
2026 Q1	$317K	Buy	448 +10	+2%	+$6.93K	0.05%	149
2025 Q4	$251K	Buy	438 +2	+0.5%	+$1.11K	0.04%	169
2025 Q3	$210K	Buy	+436	New	+$186K	0.03%	173
2017 Q4	–	Sell	-2,665	Closed	-$332K	–	144
2017 Q3	$332K	Sell	2,665 -424	-14%	-$48.8K	0.12%	106
2017 Q2	$332K	Sell	3,089 -672	-18%	-$68.3K	0.13%	110
2017 Q1	$349K	Sell	3,761 -199	-5%	-$18.8K	0.15%	106
2016 Q4	$367K	Sell	3,960 -358	-8%	-$32.4K	0.16%	105
2016 Q3	$383K	Sell	4,318 -724	-14%	-$59.2K	0.17%	103
2016 Q2	$382K	Sell	5,042 -81	-2%	-$6.07K	0.16%	99
2016 Q1	$392K	Sell	5,123 -13	-0.3%	-$872	0.17%	102
2015 Q4	$349K	Buy	5,136 +5,030	+4,745%	+$352K	0.16%	101
2015 Q3	$6K	Sell	106 -8,495	-99%	-$650K	﹤0.01%	199
2015 Q2	$729K	Sell	8,601 -2,345	-21%	-$202K	0.45%	45
2015 Q1	$968K	Buy	10,946 +1,281	+13%	+$106K	0.66%	34
2014 Q4	$885K	Buy	+9,665	New	+$941K	0.61%	33

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Summit Financial Wealth Advisors's CAT Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Caterpillar (CAT) stake by 20% in Q2 2026, buying an estimated $77.3K and bringing the position to 536 shares worth $571K. The position accounts for 0.07% of the portfolio, ranked #117.

Summit Financial Wealth Advisors first reported a position in CAT in Q4 2014 and has held it in 16 quarters since. The position peaked at $968K in Q1 2015. 837 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Summit Financial Wealth Advisors held 536 shares of Caterpillar worth $571K as of Q2 2026.
Summit Financial Wealth Advisors bought 88 Caterpillar shares in Q2 2026, an estimated $77.3K.
Caterpillar made up 0.07% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #117 holding.
Summit Financial Wealth Advisors first reported a position in Caterpillar in Q4 2014 and has held it in 16 quarters since.
Summit Financial Wealth Advisors's Caterpillar position peaked at $968K in Q1 2015.
837 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.