Caterpillar shares owned by Summit Wealth Group Llc / Co
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Summit Wealth Group Llc / Co
from 13F filings
Historical chart of Summit Wealth Group Llc / Co investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Summit Wealth Group Llc / Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $291k | 1.1k | 273.00 |
| 2025-06-30 | $559k | 1.4k | 388.21 |
More positions owned by Summit Wealth Group Llc / Co
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