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.
| 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 |
| 2023 Q1 | REDUCED | 1,200 | -1,257 | -51.2% | 0.02% | $275K | $217.95 |
| 2022 Q4 | ADDED | 2,457 | +457 | +22.9% | 0.02% | $589K | $227.08 |
| 2022 Q3 | REDUCED | 2,000 | -4,298 | -68.2% | 0.02% | $328K | $154.50 |
| 2022 Q2 | ADDED | 6,298 | +4,499 | +250.1% | 0.14% | $1.1M | $167.16 |
| 2022 Q1 | REDUCED | 1,799 | -400 | -18.2% | 0.04% | $401K | $207.36 |
| 2021 Q4 | REDUCED | 2,199 | -42,312 | -95.1% | 0.02% | $455K | $191.47 |
As of 2025 Q4 — sorted by position size