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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Wealth & Retirement Planning's CAT Position: Q1 2026 in Review

Summit Wealth & Retirement Planning increased its Caterpillar (CAT) stake by 8.4% in Q1 2026, buying an estimated $24.9K and bringing the position to 463 shares worth $328K. The position accounts for 0.08% of the portfolio, ranked #79.

Summit Wealth & Retirement Planning first reported a position in CAT in Q4 2018 and has held it in 11 quarters since. The position peaked at $3.2M in Q4 2020. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Summit Wealth & Retirement Planning held 463 shares of Caterpillar worth $328K as of Q1 2026.
Summit Wealth & Retirement Planning bought 36 Caterpillar shares in Q1 2026, an estimated $24.9K.
Caterpillar made up 0.08% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #79 holding.
Summit Wealth & Retirement Planning first reported a position in Caterpillar in Q4 2018 and has held it in 11 quarters since.
Summit Wealth & Retirement Planning's Caterpillar position peaked at $3.2M in Q4 2020.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.