Caterpillar shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.9M | 13k | 295.67 |
| 2023-09-30 | $3.6M | 13k | 273.00 |
| 2023-06-30 | $3.4M | 14k | 246.05 |
| 2023-03-31 | $3.1M | 14k | 228.84 |
| 2022-12-31 | $3.2M | 13k | 239.56 |
| 2022-09-30 | $2.1M | 13k | 163.89 |
| 2022-06-30 | $2.2M | 13k | 178.51 |
| 2022-03-31 | $2.8M | 13k | 222.69 |
| 2021-12-31 | $2.4M | 12k | 206.67 |
| 2021-09-30 | $2.3M | 12k | 191.56 |
| 2021-06-30 | $2.6M | 12k | 217.50 |
| 2021-03-31 | $2.9M | 12k | 231.88 |
| 2020-12-31 | $2.3M | 13k | 182.06 |
| 2020-09-30 | $2.4M | 16k | 148.92 |
| 2020-06-30 | $2.3M | 18k | 126.46 |
| 2020-03-31 | $2.1M | 18k | 116.00 |
| 2019-12-31 | $2.6M | 18k | 147.56 |
| 2019-09-30 | $2.2M | 17k | 126.32 |
| 2019-06-30 | $2.4M | 18k | 136.26 |
| 2019-03-31 | $2.5M | 18k | 135.53 |
| 2018-12-31 | $2.3M | 18k | 127.10 |
| 2018-09-30 | $2.8M | 19k | 152.48 |
| 2018-06-30 | $2.6M | 19k | 135.39 |
| 2018-03-31 | $3.0M | 20k | 147.28 |
| 2017-12-31 | $1.5M | 24k | 61.91 |
| 2017-09-30 | $3.0M | 24k | 124.62 |
| 2017-06-30 | $2.5M | 23k | 107.07 |
| 2017-03-31 | $2.2M | 24k | 92.54 |
| 2016-12-31 | $2.1M | 23k | 92.72 |
| 2016-09-30 | $2.0M | 23k | 88.78 |
| 2016-06-30 | $1.0M | 14k | 75.80 |
| 2016-03-31 | $982k | 13k | 76.57 |
| 2015-12-31 | $881k | 13k | 67.95 |
| 2015-09-30 | $846k | 13k | 65.36 |
| 2015-06-30 | $1.1M | 12k | 84.84 |
| 2015-03-31 | $989k | 12k | 79.48 |
| 2014-12-31 | $1.2M | 14k | 91.57 |
| 2014-09-30 | $1.4M | 14k | 99.04 |
| 2014-06-30 | $1.6M | 14k | 108.67 |
| 2014-03-31 | $1.3M | 13k | 99.33 |
| 2013-12-31 | $2.6M | 29k | 90.80 |
| 2013-09-30 | $2.8M | 33k | 83.39 |
| 2013-06-30 | $1.6M | 20k | 82.49 |
More positions owned by Summit Investment Advisors
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