Summit Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.75M | Sell |
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|
2025
Q1 | $10.6M | Sell |
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|
2024
Q4 | $13.7M | Buy |
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|
2024
Q3 | $14.4M | Buy |
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|
2024
Q2 | $11.5M | Buy |
|
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|
2024
Q1 | $4.06M | Buy |
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|
2023
Q4 | $3.24M | Buy |
|
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|
2023
Q3 | $2.37M | Buy |
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|
2023
Q2 | $2.03M | Buy |
|
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|
2023
Q1 | $456K | Sell |
|
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|
2022
Q4 | $507K | Sell |
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|
2022
Q3 | $378K | Buy |
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|
2022
Q2 | $354K | Sell |
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|
2022
Q1 | $490K | Buy |
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|
2021
Q4 | $446K | Buy |
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|
2021
Q3 | $364K | Buy |
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|
2021
Q2 | $320K | Buy |
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