Summit Wealth Partners’s Caterpillar CAT Stock Holding History

Summit Wealth Partners’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	$3.2M	Sell	3,008 -10	-0.3%	-$8.79K	0.46%	54
2026 Q1	$2.14M	Buy	+3,018	New	+$2.09M	0.34%	65
2025 Q4	–	Sell	-1,982	Closed	-$946K	–	205
2025 Q3	$946K	Hold	1,982	–	–	0.17%	86
2025 Q2	$769K	Buy	1,982 +308	+18%	+$103K	0.15%	93
2025 Q1	$552K	Hold	1,674	–	–	0.11%	120
2024 Q4	$607K	Sell	1,674 -10	-0.6%	-$3.88K	0.12%	113
2024 Q3	$659K	Hold	1,684	–	–	0.13%	118
2024 Q2	$561K	Hold	1,684	–	–	0.12%	124
2024 Q1	$617K	Hold	1,684	–	–	0.13%	110
2023 Q4	$498K	Hold	1,684	–	–	0.12%	121
2023 Q3	$460K	Hold	1,684	–	–	0.12%	115
2023 Q2	$414K	Sell	1,684 -6	-0.4%	-$1.34K	0.1%	122
2023 Q1	$387K	Hold	1,690	–	–	0.1%	125
2022 Q4	$405K	Buy	1,690 +6	+0.4%	+$1.31K	0.11%	121
2022 Q3	$276K	Hold	1,684	–	–	0.08%	129
2022 Q2	$301K	Sell	1,684 -659	-28%	-$139K	0.08%	122
2022 Q1	$522K	Hold	2,343	–	–	0.12%	91
2021 Q4	$484K	Hold	2,343	–	–	0.1%	98
2021 Q3	$450K	Buy	2,343 +400	+21%	+$83.3K	0.11%	93
2021 Q2	$423K	Hold	1,943	–	–	0.1%	104
2021 Q1	$451K	Buy	1,943 +259	+15%	+$53.6K	0.12%	94
2020 Q4	$307K	Hold	1,684	–	–	0.08%	112
2020 Q3	$251K	Hold	1,684	–	–	0.08%	131
2020 Q2	$213K	Buy	+1,684	New	+$200K	0.07%	138
2020 Q1	–	Sell	-1,448	Closed	-$214K	–	111
2019 Q4	$214K	Buy	+1,448	New	+$202K	0.07%	114

Other funds holding CAT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Wealth Partners's CAT Position: Q2 2026 in Review

Summit Wealth Partners reduced its Caterpillar (CAT) stake by 0.33% in Q2 2026, selling an estimated $8.79K and leaving 3,008 shares worth $3.2M. The position accounts for 0.46% of the portfolio, ranked #54.

Summit Wealth Partners first reported a position in CAT in Q4 2019 and has held it in 25 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Summit Wealth Partners held 3,008 shares of Caterpillar worth $3.2M as of Q2 2026.
Summit Wealth Partners sold 10 Caterpillar shares in Q2 2026, an estimated $8.79K.
Caterpillar made up 0.46% of Summit Wealth Partners's portfolio in Q2 2026, its #54 holding.
Summit Wealth Partners first reported a position in Caterpillar in Q4 2019 and has held it in 25 quarters since.
4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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