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Summit Wealth Group’s Caterpillar CAT Stock Holding History

Summit Wealth 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
2026
Q1 		$327K Hold
461
– – 0.07% 95
2025
Q4 		$264K Buy
461
+16
+4% +$8.89K 0.06% 106
2025
Q3 		$212K Sell
445
-367
-45% -$157K 0.05% 107
2025
Q2 		$315K Buy
+812
New +$271K 0.08% 82
2023
Q2 		– Sell
-121,056
Closed -$1K – 102
2023
Q1 		$1K Buy
+121,056
New +$29.3M 0.02% 108

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Wealth Group's CAT Position: Q1 2026 in Review

Summit Wealth Group held its Caterpillar (CAT) position steady in Q1 2026 at 461 shares worth $327K. The position accounts for 0.07% of the portfolio, ranked #95.

Summit Wealth Group first reported a position in CAT in Q1 2023 and has held it in 5 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Summit Wealth Group held 461 shares of Caterpillar worth $327K as of Q1 2026.
  • Summit Wealth Group left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.07% of Summit Wealth Group's portfolio in Q1 2026, its #95 holding.
  • Summit Wealth Group first reported a position in Caterpillar in Q1 2023 and has held it in 5 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.