Caterpillar shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Summit Wealth & Retirement Planning 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 & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $245k | 427 | 572.87 |
| 2020-12-31 | $3.2M | 18k | 182.05 |
| 2020-09-30 | $2.6M | 18k | 149.15 |
| 2020-06-30 | $2.2M | 18k | 126.48 |
| 2020-03-31 | $2.0M | 18k | 116.02 |
| 2019-12-31 | $2.6M | 18k | 147.67 |
| 2019-09-30 | $2.2M | 18k | 126.33 |
| 2019-06-30 | $2.4M | 18k | 136.30 |
| 2019-03-31 | $2.4M | 18k | 135.50 |
| 2018-12-31 | $2.2M | 18k | 127.07 |
More positions owned by Summit Wealth & Retirement Planning
View all positions for Summit Wealth & Retirement Planning