Caterpillar shares owned by Summit Global Investments
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Summit Global Investments
from 13F filings
Historical chart of Summit Global Investments investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Summit Global Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $212k | 443 | 478.56 |
| 2024-12-31 | $805k | 2.2k | 362.61 |
| 2024-09-30 | $721k | 1.8k | 391.21 |
| 2024-06-30 | $576k | 1.7k | 333.33 |
| 2024-03-31 | $662k | 1.8k | 366.56 |
| 2023-12-31 | $629k | 2.1k | 295.72 |
| 2023-09-30 | $298k | 1.1k | 273.65 |
| 2023-06-30 | $400k | 1.6k | 246.31 |
| 2019-06-30 | $5.0M | 37k | 136.28 |