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
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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