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Cyndeo Wealth Partners’s Caterpillar CAT Stock Holding History

Cyndeo Wealth Partners’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11M Sell
10,286
-254
-2% -$223K 0.52% 59
2026
Q1 		$7.47M Sell
10,540
-2,771
-21% -$1.92M 0.39% 82
2025
Q4 		$7.63M Buy
13,311
+59
+0.4% +$32.8K 0.41% 70
2025
Q3 		$6.32M Buy
13,252
+8,931
+207% +$3.81M 0.35% 82
2025
Q2 		$1.68M Sell
4,321
-11
-0.3% -$3.67K 0.1% 181
2025
Q1 		$1.43M Sell
4,332
-837
-16% -$298K 0.09% 185
2024
Q4 		$1.88M Buy
5,169
+10
+0.2% +$3.88K 0.13% 168
2024
Q3 		$2.02M Buy
5,159
+321
+7% +$111K 0.14% 166
2024
Q2 		$1.61M Buy
4,838
+1,047
+28% +$363K 0.13% 177
2024
Q1 		$1.39M Buy
3,791
+566
+18% +$181K 0.12% 176
2023
Q4 		$954K Buy
3,225
+46
+1% +$11.9K 0.09% 187
2023
Q3 		$868K Buy
3,179
+309
+11% +$83.8K 0.09% 180
2023
Q2 		$706K Buy
2,870
+10
+0.3% +$2.23K 0.07% 192
2023
Q1 		$654K Sell
2,860
-9
-0.3% -$2.18K 0.07% 198
2022
Q4 		$687K Buy
+2,869
New +$625K 0.08% 190

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cyndeo Wealth Partners's CAT Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Caterpillar (CAT) stake by 2.4% in Q2 2026, selling an estimated $223K and leaving 10,286 shares worth $11M. The position accounts for 0.52% of the portfolio, ranked #59.

Cyndeo Wealth Partners first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Cyndeo Wealth Partners held 10,286 shares of Caterpillar worth $11M as of Q2 2026.
  • Cyndeo Wealth Partners sold 254 Caterpillar shares in Q2 2026, an estimated $223K.
  • Caterpillar made up 0.52% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #59 holding.
  • Cyndeo Wealth Partners first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.