Ownership history in Summit Wealth Partners, LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π Summit Wealth Partners, LLC outperformed the S&P 500 by +8.8% annually on this CAT position. Timing score: 100% (3/3 decisions correct). Average cost basis: $384.78. Maximum drawdown during holding period: β15.1%.
π₯ Exceptional β beat the S&P 500 by 8.8% per year on this position.
4 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 3 add/trim decisions correct
Best entry: $384.78 (2025 Q2) Β· Worst: $384.78 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 2 trims. Bought during 0 of 2 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.17% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size