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 |
|---|---|---|---|
| 2025-09-30 | $6.1M | 13k | 477.15 |
| 2025-06-30 | $4.8M | 12k | 388.20 |
| 2025-03-31 | $11M | 32k | 329.80 |
| 2024-12-31 | $14M | 38k | 362.76 |
| 2024-09-30 | $14M | 37k | 391.12 |
| 2024-06-30 | $12M | 35k | 333.10 |
| 2024-03-31 | $4.1M | 11k | 366.42 |
| 2023-12-31 | $3.2M | 11k | 295.68 |
| 2023-09-30 | $2.4M | 8.7k | 273.00 |
| 2023-06-30 | $2.0M | 8.2k | 246.05 |
| 2023-03-31 | $456k | 2.0k | 228.88 |
| 2022-12-31 | $507k | 2.1k | 239.58 |
| 2022-09-30 | $378k | 2.3k | 164.08 |
| 2022-06-30 | $354k | 2.0k | 178.78 |
| 2022-03-31 | $490k | 2.2k | 222.83 |
| 2021-12-31 | $446k | 2.2k | 206.74 |
| 2021-09-30 | $364k | 1.9k | 191.97 |
| 2021-06-30 | $320k | 1.5k | 217.63 |