CAT — Caterpillar Inc Common Stock

Ownership history in SUMMIT SECURITIES GROUP LLC  ·  44 quarters on record

This page tracks every 13F SEC filing in which SUMMIT SECURITIES GROUP LLC reported a position in Caterpillar Inc Common Stock (CAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.67% (2021 Q3)
Avg. % of fund
0.14%
First filed
2012 Q4
Last filed
2025 Q3
Quarters held
44
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 429 +129 +43.0% 0.04% $205K $474.67
2023 Q4 REDUCED 300 -500 -62.5% 0.01% $89K $286.00
2023 Q3 REDUCED 800 -1,061 -57.0% 0.02% $218K $262.72
2023 Q2 ADDED 1,861 +661 +55.1% 0.06% $458K $235.62
40 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CAT price (monthly, adj. close)

Other funds also holding CAT

As of 2025 Q4 — sorted by position size

DRH Investments, Inc. 3Y 15.91% BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 3Y 7Y 10.05% Albar Capital Partners LLP 7.05% Westchester Capital Management, Inc. 3Y 7Y 7.0% Atwater Malick LLC 3Y 7Y 6.27% Boit C F David 3Y 5.02% Capital Wealth Planning, LLC 3Y 7Y 4.94% Gouws Capital LLC 3Y 4.93% Aull & Monroe Investment Management Corp 3Y 7Y 4.92% Independent Wealth Network Inc. 3Y 4.57%
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