Caterpillar shares owned by Summit Global Investments
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Summit Global Investments
from 13F filings
Historical chart of Summit Global Investments investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Summit Global Investments consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Summit Global Investments
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $662k | 1.8k | 366.56 |
2023-12-31 | $629k | 2.1k | 295.72 |
2023-09-30 | $298k | 1.1k | 273.65 |
2023-06-30 | $400k | 1.6k | 246.31 |
2019-06-30 | $5.0M | 37k | 136.28 |