Position in CAT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,781,577
+$351,905 QoQ
Shares Held
1,673
-17.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,998
of 4,030 holders
Holding Since
Jun 2023
11 quarters on record
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Summit Global Investments holds $3,704,451 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (48.1% of the industry book) .
All Filings in CAT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,781,577 | 1,673 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,429,672 | 2,018 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,414,988 | 2,470 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $211,377 | 443 | Shares | Sole | 2025-11-03 | |
| 2024-12-31 | $805,327 | 2,220 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $720,834 | 1,843 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $575,596 | 1,728 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $661,772 | 1,806 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $628,890 | 2,127 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $297,297 | 1,089 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $399,585 | 1,624 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||