Caterpillar shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $880k | 1.8k | 477.15 |
| 2025-06-30 | $716k | 1.8k | 388.21 |
| 2025-03-31 | $619k | 1.9k | 329.80 |
| 2024-12-31 | $681k | 1.9k | 362.77 |
| 2024-09-30 | $735k | 1.9k | 391.13 |
| 2024-06-30 | $661k | 2.0k | 333.11 |
| 2024-03-31 | $770k | 2.1k | 366.44 |
| 2023-09-30 | $595k | 2.2k | 273.01 |
| 2023-06-30 | $536k | 2.2k | 246.05 |
| 2023-03-31 | $498k | 2.2k | 228.84 |
| 2022-12-31 | $522k | 2.2k | 239.56 |
| 2022-09-30 | $375k | 2.3k | 164.19 |
| 2022-06-30 | $408k | 2.3k | 178.63 |
| 2022-03-31 | $509k | 2.3k | 222.85 |
| 2021-12-31 | $480k | 2.3k | 206.90 |
| 2021-09-30 | $654k | 3.4k | 191.85 |
| 2021-06-30 | $734k | 3.4k | 217.61 |
| 2021-03-31 | $329k | 1.4k | 231.85 |
| 2020-12-31 | $258k | 1.4k | 181.95 |
| 2020-09-30 | $211k | 1.4k | 148.91 |
| 2019-12-31 | $209k | 1.4k | 147.49 |
More positions owned by Summit Financial Strategies
View all positions for Summit Financial Strategies