Caterpillar shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $946k | 2.0k | 477.15 |
| 2025-06-30 | $769k | 2.0k | 388.21 |
| 2025-03-31 | $552k | 1.7k | 329.80 |
| 2024-12-31 | $607k | 1.7k | 362.76 |
| 2024-09-30 | $659k | 1.7k | 391.12 |
| 2024-06-30 | $561k | 1.7k | 333.10 |
| 2024-03-31 | $617k | 1.7k | 366.43 |
| 2023-12-31 | $498k | 1.7k | 295.67 |
| 2023-09-30 | $460k | 1.7k | 273.00 |
| 2023-06-30 | $414k | 1.7k | 246.05 |
| 2023-03-31 | $387k | 1.7k | 228.84 |
| 2022-12-31 | $405k | 1.7k | 239.56 |
| 2022-09-30 | $276k | 1.7k | 164.08 |
| 2022-06-30 | $301k | 1.7k | 178.76 |
| 2022-03-31 | $522k | 2.3k | 222.82 |
| 2021-12-31 | $484k | 2.3k | 206.74 |
| 2021-09-30 | $450k | 2.3k | 191.97 |
| 2021-06-30 | $423k | 1.9k | 217.63 |
| 2021-03-31 | $451k | 1.9k | 231.87 |
| 2020-12-31 | $307k | 1.7k | 182.02 |
| 2020-09-30 | $251k | 1.7k | 149.15 |
| 2020-06-30 | $213k | 1.7k | 126.50 |
| 2019-12-31 | $214k | 1.4k | 147.68 |