Position in CAT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,400,284
+$1,128,599 QoQ
Shares Held
2,254
+25.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#1,737
of 4,045 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $3,092,338 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (77.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
2,254 | $2,400,284 | |
| 2 | DE |
Deere & Co
|
1,091 | $692,054 |
All Filings in CAT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,400,284 | 2,254 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,271,685 | 1,795 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $894,250 | 1,561 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $508,164 | 1,065 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $559,022 | 1,440 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||