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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
Q2 		$425K Sell
399
-62
-13% -$54.5K 0.09% 87
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
-4
Closed -$1K – 102
2023
Q1 		$1K Buy
+4
New +$967 0.02% 108

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

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

Summit Wealth Group reduced its Caterpillar (CAT) stake by 13% in Q2 2026, selling an estimated $54.5K and leaving 399 shares worth $425K. The position accounts for 0.09% of the portfolio, ranked #87.

Summit Wealth Group first reported a position in CAT in Q1 2023 and has held it in 6 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Summit Wealth Group held 399 shares of Caterpillar worth $425K as of Q2 2026.
  • Summit Wealth Group sold 62 Caterpillar shares in Q2 2026, an estimated $54.5K.
  • Caterpillar made up 0.09% of Summit Wealth Group's portfolio in Q2 2026, its #87 holding.
  • Summit Wealth Group first reported a position in Caterpillar in Q1 2023 and has held it in 6 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.