Stone Summit Wealth LLC’s Caterpillar Inc Position
Does Stone Summit Wealth LLC own Caterpillar Inc (CAT)? Yes — 6.1K shares worth $4M (+1.21% of its 13F portfolio) as of Q1 2026, down from 6.7K shares the prior filed quarter.
Position Value
$4M
Q1 2026
Shares
6.1K
% of Portfolio
+1.21%
Quarters Held
18
currently held
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 6.1K | $4M | +1.21% |
| Q4 2025 | 6.7K | $4M | +1.04% |
| Q3 2025 | 7.0K | $3M | +0.94% |
| Q2 2025 | 7.2K | $3M | +0.86% |
| Q1 2025 | 7.1K | $2M | +0.79% |
| Q4 2024 | 6.8K | $2M | +0.82% |
| Q3 2024 | 6.7K | $3M | +0.85% |
| Q2 2024 | 6.8K | $2M | +0.81% |
| Q1 2024 | 6.9K | $3M | +0.88% |
| Q4 2023 | 7.6K | $2M | +0.86% |
| Q3 2023 | 7.6K | $2M | +0.89% |
| Q2 2023 | 7.8K | $2M | +0.79% |
| Q1 2023 | 7.6K | $2M | +0.77% |
| Q4 2022 | 7.7K | $2M | +0.90% |
| Q3 2022 | 7.6K | $1M | +0.76% |
| Q2 2022 | 7.4K | $1M | +0.79% |
| Q1 2022 | 6.7K | $1M | +0.82% |
| Q4 2021 | 4.6K | $964,000 | +0.78% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stone Summit Wealth LLC’s full portfolio or all institutional holders of CAT.