SGI
CAT icon

Summit Global Investments’s Caterpillar CAT Stock Holding History

Summit Global Investments’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
Q1 		$1.43M Sell
2,018
-452
-18% -$313K 0.08% 124
2025
Q4 		$1.42M Buy
2,470
+2,027
+458% +$1.13M 0.08% 127
2025
Q3 		$212K Buy
+443
New +$189K 0.01% 448
2025
Q1 		– Sell
-2,220
Closed -$805K – 452
2024
Q4 		$805K Buy
2,220
+377
+20% +$146K 0.05% 260
2024
Q3 		$721K Buy
1,843
+115
+7% +$39.7K 0.05% 303
2024
Q2 		$576K Sell
1,728
-78
-4% -$27K 0.04% 323
2024
Q1 		$662K Sell
1,806
-321
-15% -$103K 0.05% 281
2023
Q4 		$629K Buy
2,127
+1,038
+95% +$269K 0.04% 302
2023
Q3 		$298K Sell
1,089
-535
-33% -$145K 0.02% 426
2023
Q2 		$400K Buy
+1,624
New +$362K 0.03% 380
2019
Q3 		– Sell
-36,850
Closed -$5.02M – 272
2019
Q2 		$5.02M Buy
+36,850
New +$4.87M 0.63% 57

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Global Investments's CAT Position: Q1 2026 in Review

Summit Global Investments reduced its Caterpillar (CAT) stake by 18% in Q1 2026, selling an estimated $313K and leaving 2,018 shares worth $1.43M. The position accounts for 0.08% of the portfolio, ranked #124.

Summit Global Investments first reported a position in CAT in Q2 2019 and has held it in 11 quarters since. The position peaked at $5.02M in Q2 2019. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Summit Global Investments held 2,018 shares of Caterpillar worth $1.43M as of Q1 2026.
  • Summit Global Investments sold 452 Caterpillar shares in Q1 2026, an estimated $313K.
  • Caterpillar made up 0.08% of Summit Global Investments's portfolio in Q1 2026, its #124 holding.
  • Summit Global Investments first reported a position in Caterpillar in Q2 2019 and has held it in 11 quarters since.
  • Summit Global Investments's Caterpillar position peaked at $5.02M in Q2 2019.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.