SGI
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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
Q2 		$1.78M Sell
1,673
-345
-17% -$303K 0.1% 106
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 $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 Global Investments's CAT Position: Q2 2026 in Review

Summit Global Investments reduced its Caterpillar (CAT) stake by 17% in Q2 2026, selling an estimated $303K and leaving 1,673 shares worth $1.78M. The position accounts for 0.1% of the portfolio, ranked #106.

Summit Global Investments first reported a position in CAT in Q2 2019 and has held it in 12 quarters since. The position peaked at $5.02M in Q2 2019. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Summit Global Investments held 1,673 shares of Caterpillar worth $1.78M as of Q2 2026.
  • Summit Global Investments sold 345 Caterpillar shares in Q2 2026, an estimated $303K.
  • Caterpillar made up 0.1% of Summit Global Investments's portfolio in Q2 2026, its #106 holding.
  • Summit Global Investments first reported a position in Caterpillar in Q2 2019 and has held it in 12 quarters since.
  • Summit Global Investments's Caterpillar position peaked at $5.02M in Q2 2019.
  • 4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.