SummitTX Capital’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.8M Buy
30,473
+26,955
+766% +$10.5M 0.51% 32
2025
Q1
$1.16M Buy
+3,518
New +$1.16M 0.05% 371