Position in CAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$39,404,494
+$13,287,117 QoQ
Shares Held
37,003
+0.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#406
of 4,031 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Summit Financial, LLC holds $46,696,450 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (84.4% of the industry book) .
All Filings in CAT
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,404,494 | 37,003 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $26,117,377 | 36,865 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,409,500 | 12,934 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,066,485 | 12,714 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,754,019 | 12,246 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,567,781 | 32,043 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $13,689,474 | 37,737 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $14,426,070 | 36,884 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $11,477,293 | 34,456 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,062,242 | 11,086 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,241,430 | 10,963 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,368,275 | 8,675 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,027,452 | 8,240 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $456,306 | 1,994 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $507,388 | 2,118 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $378,040 | 2,304 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $353,766 | 1,979 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $490,204 | 2,200 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $445,731 | 2,156 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $364,167 | 1,897 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $320,351 | 1,472 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||