Caterpillar shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Summit Financial Wealth Advisors 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 Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $210k | 436 | 480.82 |
| 2017-09-30 | $332k | 2.7k | 124.58 |
| 2017-06-30 | $332k | 3.1k | 107.48 |
| 2017-03-31 | $349k | 3.8k | 92.79 |
| 2016-12-31 | $367k | 4.0k | 92.68 |
| 2016-09-30 | $383k | 4.3k | 88.70 |
| 2016-06-30 | $382k | 5.0k | 75.76 |
| 2016-03-31 | $392k | 5.1k | 76.52 |
| 2015-12-31 | $349k | 5.1k | 67.95 |
| 2015-09-30 | $6.0k | 106 | 56.60 |
| 2015-06-30 | $729k | 8.6k | 84.76 |
| 2015-03-31 | $968k | 11k | 88.43 |
| 2014-12-31 | $885k | 9.7k | 91.57 |
More positions owned by Summit Financial Wealth Advisors
View all positions for Summit Financial Wealth Advisors