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Caterpillar shares owned by Summit Financial Consulting

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Summit Financial Consulting from 13F filings

Historical chart of Summit Financial Consulting investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Summit Financial Consulting consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Summit Financial Consulting

Quarter filed Position value Share count Share price at filing
2026-06-30 $240k 225 1065.64

More positions owned by Summit Financial Consulting

Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Us Telecom Etf (IYZ)
Ishares Tr U.s. Bas Mtl Etf (IYM)
Ishares Tr U.s. Energy Etf (IYE)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr S&p Mc 400gr Etf (IJK)
Select Sector Spdr Tr State Street Uti (XLU)

View all positions for Summit Financial Consulting

Top funds holding Caterpillar

BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates
Bank of America Corporation

View all funds holding Caterpillar