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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Summit Securities Group's CAT Position: Q2 2026 in Review

Summit Securities Group reduced its Caterpillar (CAT) stake by 93% in Q2 2026, selling an estimated $983K and leaving 88 shares worth $93.7K. The position accounts for 0.01% of the portfolio, ranked #416.

Summit Securities Group first reported a position in CAT in Q2 2013 and has held it in 31 quarters since. The position peaked at $8.54M in Q3 2021. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Summit Securities Group held 88 shares of Caterpillar worth $93.7K as of Q2 2026.
Summit Securities Group sold 1,119 Caterpillar shares in Q2 2026, an estimated $983K.
Caterpillar made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #416 holding.
Summit Securities Group first reported a position in Caterpillar in Q2 2013 and has held it in 31 quarters since.
Summit Securities Group's Caterpillar position peaked at $8.54M in Q3 2021.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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