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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
Q2 		– Sell
-2,664
Closed -$1.89M – 808
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

SummitTX Capital's CAT Position: Q2 2026 in Review

SummitTX Capital sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 2,664 shares — an estimated $1.89M sold.

SummitTX Capital first reported a position in CAT in Q1 2025 and held it in 4 quarters. The position peaked at $15.2M in Q3 2025. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • SummitTX Capital reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • SummitTX Capital sold 2,664 Caterpillar shares in Q2 2026, an estimated $1.89M.
  • SummitTX Capital first reported a position in Caterpillar in Q1 2025 and held it in 4 quarters.
  • SummitTX Capital's Caterpillar position peaked at $15.2M in Q3 2025.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.