Caterpillar shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 42k | 477.15 |
| 2025-06-30 | $16M | 42k | 388.21 |
| 2024-09-30 | $16M | 40k | 391.12 |
| 2024-06-30 | $16M | 49k | 333.10 |
| 2024-03-31 | $6.8M | 18k | 366.43 |
| 2023-12-31 | $1.1M | 3.8k | 295.63 |
| 2023-09-30 | $1.1M | 4.2k | 273.00 |
| 2023-06-30 | $954k | 3.9k | 246.05 |
| 2023-03-31 | $558k | 2.4k | 228.84 |
| 2022-12-31 | $315k | 1.3k | 239.56 |
| 2022-09-30 | $274k | 1.7k | 164.17 |
| 2022-06-30 | $274k | 1.5k | 178.50 |
| 2022-03-31 | $302k | 1.4k | 223.04 |
| 2020-09-30 | $203k | 1.2k | 170.30 |
| 2018-03-31 | $444k | 444k | 1.00 |
| 2017-12-31 | $486k | 2.9k | 167.59 |