Summit Wealth Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
VCM
VPM
