Summit Wealth Group (Colorado)
CAT icon

Summit Wealth Group (Colorado)’s Caterpillar CAT Stock Holding History

Summit Wealth Group (Colorado)’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
Q3 		$5.34M Buy
6,581
+4,327
+192% +$3.67M 0.34% 48
2026
Q2 		$2.4M Buy
2,254
+459
+26% +$403K 0.2% 64
2026
Q1 		$1.27M Buy
1,795
+234
+15% +$162K 0.13% 94
2025
Q4 		$894K Buy
1,561
+496
+47% +$276K 0.12% 103
2025
Q3 		$291K Sell
1,065
-375
-26% -$160K 0.03% 363
2025
Q2 		$559K Buy
+1,440
New +$480K 0.14% 124

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Summit Wealth Group (Colorado)'s CAT Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its Caterpillar (CAT) stake by 192% in Q3 2026, buying an estimated $3.67M and bringing the position to 6,581 shares worth $5.34M. The position accounts for 0.34% of the portfolio, ranked #48.

Summit Wealth Group (Colorado) first reported a position in CAT in Q2 2025 and has held it in 6 quarters since. 3,202 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Summit Wealth Group (Colorado) held 6,581 shares of Caterpillar worth $5.34M as of Q3 2026.
  • Summit Wealth Group (Colorado) bought 4,327 Caterpillar shares in Q3 2026, an estimated $3.67M.
  • Caterpillar made up 0.34% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #48 holding.
  • Summit Wealth Group (Colorado) first reported a position in Caterpillar in Q2 2025 and has held it in 6 quarters since.
  • 3,202 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.