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Summit Financial’s Caterpillar CAT Stock Holding History

Summit Financial’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 		$39.4M Buy
37,003
+138
+0.4% +$121K 0.43% 34
2026
Q1 		$26.1M Buy
36,865
+23,931
+185% +$16.6M 0.33% 57
2025
Q4 		$7.41M Buy
12,934
+220
+2% +$122K 0.11% 174
2025
Q3 		$6.07M Buy
12,714
+468
+4% +$200K 0.09% 215
2025
Q2 		$4.75M Sell
12,246
-19,797
-62% -$6.6M 0.11% 168
2025
Q1 		$10.6M Sell
32,043
-5,694
-15% -$2.03M 0.3% 65
2024
Q4 		$13.7M Buy
37,737
+853
+2% +$331K 0.48% 33
2024
Q3 		$14.4M Buy
36,884
+2,428
+7% +$838K 0.57% 29
2024
Q2 		$11.5M Buy
34,456
+23,370
+211% +$8.1M 0.52% 29
2024
Q1 		$4.06M Buy
11,086
+123
+1% +$39.3K 0.24% 55
2023
Q4 		$3.24M Buy
10,963
+2,288
+26% +$594K 0.21% 65
2023
Q3 		$2.37M Buy
8,675
+435
+5% +$118K 0.17% 80
2023
Q2 		$2.03M Buy
8,240
+6,246
+313% +$1.39M 0.15% 89
2023
Q1 		$456K Sell
1,994
-124
-6% -$30K 0.04% 177
2022
Q4 		$507K Sell
2,118
-186
-8% -$40.5K 0.05% 169
2022
Q3 		$378K Buy
2,304
+325
+16% +$59.4K 0.04% 193
2022
Q2 		$354K Sell
1,979
-221
-10% -$46.6K 0.03% 183
2022
Q1 		$490K Buy
2,200
+44
+2% +$9.23K 0.04% 178
2021
Q4 		$446K Buy
2,156
+259
+14% +$52.2K 0.03% 177
2021
Q3 		$364K Buy
1,897
+425
+29% +$88.5K 0.03% 174
2021
Q2 		$320K Buy
+1,472
New +$340K 0.03% 124

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's CAT Position: Q2 2026 in Review

Summit Financial increased its Caterpillar (CAT) stake by 0.37% in Q2 2026, buying an estimated $121K and bringing the position to 37,003 shares worth $39.4M. The position accounts for 0.43% of the portfolio, ranked #34.

Summit Financial first reported a position in CAT in Q2 2021 and has held it in 21 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Summit Financial held 37,003 shares of Caterpillar worth $39.4M as of Q2 2026.
  • Summit Financial bought 138 Caterpillar shares in Q2 2026, an estimated $121K.
  • Caterpillar made up 0.43% of Summit Financial's portfolio in Q2 2026, its #34 holding.
  • Summit Financial first reported a position in Caterpillar in Q2 2021 and has held it in 21 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.