Caterpillar shares owned by Summit X
Historical chart of Summit X investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Summit X
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $386k | 1.1k | 338.73 |
| 2024-06-30 | $427k | 1.3k | 335.56 |
| 2024-03-31 | $341k | 932 | 366.01 |
| 2023-12-31 | $293k | 992 | 295.57 |
| 2023-09-30 | $322k | 1.2k | 270.03 |
| 2023-06-30 | $456k | 1.8k | 247.02 |
| 2023-03-31 | $404k | 1.8k | 228.04 |
| 2022-12-31 | $264k | 1.5k | 178.85 |
| 2022-09-30 | $295k | 1.7k | 168.67 |
| 2022-06-30 | $262k | 1.5k | 177.51 |
| 2022-03-31 | $342k | 1.5k | 223.24 |
| 2021-12-31 | $285k | 1.4k | 207.57 |
| 2021-09-30 | $302k | 1.6k | 191.50 |
| 2021-06-30 | $328k | 1.5k | 216.93 |
| 2021-03-31 | $348k | 1.5k | 232.00 |
| 2020-12-31 | $319k | 1.8k | 181.87 |
| 2020-09-30 | $4.5k | 1.8k | 2.43 |
| 2020-06-30 | $233k | 1.8k | 126.36 |
| 2020-03-31 | $245k | 2.1k | 116.06 |
| 2019-12-31 | $262k | 1.8k | 148.11 |
| 2019-09-30 | $223k | 1.8k | 126.06 |
| 2019-06-30 | $254k | 1.9k | 136.85 |
| 2019-03-31 | $327k | 2.4k | 135.29 |
| 2018-12-31 | $971k | 8.6k | 112.85 |
| 2018-09-30 | $235k | 1.5k | 152.40 |
| 2018-06-30 | $207k | 1.6k | 126.84 |
| 2018-03-31 | $233k | 1.6k | 147.66 |
| 2017-12-31 | $254k | 1.6k | 157.47 |