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SummitTX Capital’s Caterpillar CAT Stock Holding History

SummitTX Capital’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 		$1.89M Buy
+2,664
New +$1.85M 0.06% 318
2025
Q4 		– Sell
-31,956
Closed -$15.2M – 717
2025
Q3 		$15.2M Buy
31,956
+1,483
+5% +$633K 0.63% 23
2025
Q2 		$11.8M Buy
30,473
+26,955
+766% +$8.98M 0.51% 33
2025
Q1 		$1.16M Buy
+3,518
New +$1.25M 0.05% 372

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SummitTX Capital's CAT Position: Q1 2026 in Review

SummitTX Capital opened a new position in Caterpillar (CAT) in Q1 2026: 2,664 shares worth $1.89M. The stake represents 0.06% of the portfolio and ranks #318 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in CAT as recently as Q3 2025.

SummitTX Capital first reported a position in CAT in Q1 2025 and has held it in 4 quarters since. The position peaked at $15.2M in Q3 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • SummitTX Capital held 2,664 shares of Caterpillar worth $1.89M as of Q1 2026.
  • Caterpillar was a new SummitTX Capital position in Q1 2026.
  • Caterpillar made up 0.06% of SummitTX Capital's portfolio in Q1 2026, its #318 holding.
  • SummitTX Capital first reported a position in Caterpillar in Q1 2025 and has held it in 4 quarters since.
  • SummitTX Capital's Caterpillar position peaked at $15.2M in Q3 2025.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.