Summit Securities Group’s Caterpillar CAT Stock Holding History

Summit Securities Group’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
2021 Q4	–	Sell	-19	Closed	-$365K	–	808
2021 Q3	$365K	Buy	+19	New	+$3.96K	0.03%	478
2021 Q2	–	Sell	-20	Closed	-$464K	–	718
2021 Q1	$464K	Buy	+20	New	+$4.14K	0.05%	335
2019 Q4	–	Sell	-20	Closed	-$253K	–	437
2019 Q3	$253K	Buy	+20	New	+$2.54K	0.02%	274
2018 Q2	–	Sell	-20	Closed	-$295K	–	225
2018 Q1	$295K	Buy	+20	New	+$3.16K	0.07%	114
2017 Q4	–	Sell	-157	Closed	-$1.96M	–	188
2017 Q3	$1.96M	Buy	+157	New	+$18.1K	0.33%	35
2016 Q3	–	Sell	-47	Closed	-$141K	–	170
2016 Q2	$141K	Buy	+47	New	+$3.52K	0.08%	210
2015 Q1	–	Sell	-294	Closed	-$110K	–	408
2014 Q4	$110K	Sell	294 -2	-0.7%	-$195	0.03%	260
2014 Q3	$190K	Buy	+296	New	+$31.4K	0.06%	219

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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. 3,734 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.
3,734 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.