SWRP
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Summit Wealth & Retirement Planning’s Caterpillar CAT Stock Holding History

Summit Wealth & Retirement Planning’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 		$493K Hold
463
– – 0.1% 69
2026
Q1 		$328K Buy
463
+36
+8% +$24.9K 0.08% 79
2025
Q4 		$245K Buy
+427
New +$237K 0.06% 99
2021
Q1 		– Sell
-17,600
Closed -$3.2M – 105
2020
Q4 		$3.2M Hold
17,600
– – 1.22% 21
2020
Q3 		$2.63M Hold
17,600
– – 1.13% 22
2020
Q2 		$2.23M Hold
17,600
– – 1.04% 24
2020
Q1 		$2.04M Hold
17,600
– – 1.09% 24
2019
Q4 		$2.6M Sell
17,600
-60
-0.3% -$8.37K 1.16% 18
2019
Q3 		$2.23M Hold
17,660
– – 1.35% 14
2019
Q2 		$2.41M Hold
17,660
– – 1.41% 13
2019
Q1 		$2.39M Hold
17,660
– – 1.42% 14
2018
Q4 		$2.24M Buy
+17,660
New +$2.3M 1.7% 12

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 & Retirement Planning's CAT Position: Q2 2026 in Review

Summit Wealth & Retirement Planning held its Caterpillar (CAT) position steady in Q2 2026 at 463 shares worth $493K. The position accounts for 0.1% of the portfolio, ranked #69.

Summit Wealth & Retirement Planning first reported a position in CAT in Q4 2018 and has held it in 12 quarters since. The position peaked at $3.2M in Q4 2020. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Summit Wealth & Retirement Planning held 463 shares of Caterpillar worth $493K as of Q2 2026.
  • Summit Wealth & Retirement Planning left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.1% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #69 holding.
  • Summit Wealth & Retirement Planning first reported a position in Caterpillar in Q4 2018 and has held it in 12 quarters since.
  • Summit Wealth & Retirement Planning's Caterpillar position peaked at $3.2M in Q4 2020.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.