Summit Securities Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $855K | Buy |
+1,207
| New | +$836K | 0.11% | 105 |
|
|
2025
Q4 | – | Sell |
-429
| Closed | -$205K | – | 1041 |
|
|
2025
Q3 | $205K | Buy |
+429
| New | +$183K | 0.04% | 266 |
|
|
2024
Q1 | – | Sell |
-300
| Closed | -$89K | – | 513 |
|
|
2023
Q4 | $89K | Sell |
300
-500
| -63% | -$130K | 0.01% | 349 |
|
|
2023
Q3 | $218K | Sell |
800
-1,061
| -57% | -$288K | 0.02% | 177 |
|
|
2023
Q2 | $458K | Buy |
1,861
+661
| +55% | +$147K | 0.06% | 150 |
|
|
2023
Q1 | $275K | Sell |
1,200
-1,257
| -51% | -$304K | 0.02% | 186 |
|
|
2022
Q4 | $589K | Buy |
2,457
+457
| +23% | +$99.5K | 0.02% | 218 |
|
|
2022
Q3 | $328K | Sell |
2,000
-4,298
| -68% | -$785K | 0.02% | 322 |
|
|
2022
Q2 | $1.13M | Buy |
6,298
+4,499
| +250% | +$948K | 0.14% | 112 |
|
|
2022
Q1 | $401K | Sell |
1,799
-400
| -18% | -$83.9K | 0.04% | 256 |
|
|
2021
Q4 | $455K | Sell |
2,199
-42,312
| -95% | -$8.52M | 0.02% | 396 |
|
|
2021
Q3 | $8.54M | Buy |
44,511
+36,468
| +453% | +$7.59M | 0.67% | 28 |
|
|
2021
Q2 | $1.75M | Buy |
8,043
+4,743
| +144% | +$1.1M | 0.14% | 154 |
|
|
2021
Q1 | $765K | Sell |
3,300
-2,000
| -38% | -$414K | 0.08% | 244 |
|
|
2020
Q4 | $965K | Buy |
5,300
+3,100
| +141% | +$526K | 0.08% | 238 |
|
|
2020
Q3 | $328K | Buy |
2,200
+200
| +10% | +$28.1K | 0.03% | 269 |
|
|
2020
Q2 | $253K | Buy |
+2,000
| New | +$237K | 0.03% | 355 |
|
|
2019
Q3 | – | Sell |
-2,000
| Closed | -$254K | – | 343 |
|
|
2019
Q2 | $273K | Buy |
+2,000
| New | +$264K | 0.03% | 275 |
|
|
2019
Q1 | – | Sell |
-2,800
| Closed | -$356K | – | 217 |
|
|
2018
Q4 | $356K | Sell |
2,800
-2,300
| -45% | -$299K | 0.03% | 228 |
|
|
2018
Q3 | $778K | Buy |
+5,100
| New | +$721K | 0.29% | 56 |
|
|
2018
Q1 | – | Sell |
-12,600
| Closed | -$1.99M | – | 159 |
|
|
2017
Q4 | $1.99M | Buy |
+12,600
| New | +$1.75M | 0.24% | 39 |
|
|
2015
Q4 | – | Sell |
-3,500
| Closed | -$245K | – | 300 |
|
|
2015
Q3 | $229K | Buy |
+3,500
| New | +$268K | 0.17% | 77 |
|
|
2015
Q2 | – | Sell |
-1,900
| Closed | -$152K | – | 477 |
|
|
2015
Q1 | $152K | Sell |
1,900
-15,000
| -89% | -$1.25M | 0.11% | 100 |
|
|
2014
Q4 | $1.55M | Sell |
16,900
-4,500
| -21% | -$438K | 0.44% | 48 |
|
|
2014
Q3 | $2.12M | Buy |
21,400
+8,600
| +67% | +$912K | 0.61% | 42 |
|
|
2014
Q2 | $1.39M | Buy |
12,800
+12,200
| +2,033% | +$1.28M | 0.48% | 39 |
|
|
2014
Q1 | $60K | Sell |
600
-19,600
| -97% | -$1.85M | 0.04% | 173 |
|
|
2013
Q4 | $1.83M | Buy |
20,200
+5,300
| +36% | +$453K | 0.32% | 49 |
|
|
2013
Q3 | $1.24M | Buy |
14,900
+13,000
| +684% | +$1.1M | 0.42% | 40 |
|
|
2013
Q2 | $157K | Buy |
+1,900
| New | +$162K | 0.08% | 106 |
|
Other funds holding CAT
VCM
VPM
Summit Securities Group's CAT Position: Q1 2026 in Review
Summit Securities Group opened a new position in Caterpillar (CAT) in Q1 2026: 1,207 shares worth $855K. The stake represents 0.11% of the portfolio and ranks #105 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in CAT as recently as Q3 2025.
Summit Securities Group first reported a position in CAT in Q2 2013 and has held it in 30 quarters since. The position peaked at $8.54M in Q3 2021. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Summit Securities Group held 1,207 shares of Caterpillar worth $855K as of Q1 2026.
- Caterpillar was a new Summit Securities Group position in Q1 2026.
- Caterpillar made up 0.11% of Summit Securities Group's portfolio in Q1 2026, its #105 holding.
- Summit Securities Group first reported a position in Caterpillar in Q2 2013 and has held it in 30 quarters since.
- Summit Securities Group's Caterpillar position peaked at $8.54M in Q3 2021.
- 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.