Caterpillar shares owned by Summit Financial
Historical chart of Summit Financial investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 3.1k | 366.43 |
| 2023-12-31 | $991k | 3.4k | 295.67 |
| 2023-09-30 | $867k | 3.2k | 273.00 |
| 2023-06-30 | $785k | 3.2k | 246.05 |
| 2023-03-31 | $799k | 3.5k | 228.84 |
| 2022-12-31 | $1.0M | 4.3k | 239.50 |
| 2022-09-30 | $701k | 4.3k | 164.17 |
| 2022-06-30 | $835k | 4.7k | 178.89 |
| 2022-03-31 | $1.1M | 4.8k | 222.77 |
| 2021-12-31 | $995k | 4.8k | 206.72 |
| 2021-09-30 | $924k | 4.8k | 192.03 |
| 2021-06-30 | $1.1M | 4.9k | 217.53 |
| 2021-03-31 | $873k | 3.8k | 231.75 |
| 2020-12-31 | $686k | 3.8k | 182.11 |
| 2020-09-30 | $575k | 3.9k | 149.27 |
| 2020-06-30 | $487k | 3.9k | 126.43 |
| 2020-03-31 | $447k | 3.9k | 116.04 |
| 2019-12-31 | $574k | 3.9k | 147.67 |
| 2019-09-30 | $491k | 3.9k | 126.32 |
| 2019-06-30 | $445k | 3.3k | 136.17 |
| 2019-03-31 | $472k | 3.5k | 135.52 |
| 2018-12-31 | $443k | 3.5k | 127.19 |
| 2018-09-30 | $531k | 3.5k | 152.45 |
| 2018-06-30 | $483k | 3.6k | 135.75 |
| 2018-03-31 | $528k | 3.6k | 147.36 |
| 2017-12-31 | $565k | 3.6k | 157.69 |
| 2017-09-30 | $447k | 3.6k | 124.76 |
| 2017-06-30 | $385k | 3.6k | 107.45 |