CAT — CATERPILLAR INC

Ownership history in Summit Wealth Partners, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Summit Wealth Partners, LLC reported a position in CATERPILLAR INC (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
0.17% (2025 Q3)
Avg. % of fund
0.13%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 1,982 — 0% 0.17% $946K $474.67
2025 Q2 ADDED 1,982 +308 +18.4% 0.15% $769K $384.78
2025 Q1 UNCHANGED 1,674 — 0% 0.11% $552K $325.32
2024 Q4 REDUCED 1,674 -10 -0.6% 0.12% $607K $356.53
2024 Q3 REDUCED 1,684 -659 -28.1% 0.13% $659K $383.03
2024 Q2 INITIATED 2,343 — — 0.12% $522K —
% 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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