Cynosure Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.48M | Sell |
4,210
-1,252
| -23% | -$1.1M | 0.67% | 22 |
|
|
2026
Q1 | $3.63M | Sell |
5,462
-508,292
| -99% | -$352M | 0.45% | 34 |
|
|
2025
Q4 | $10.8M | Buy |
513,754
+507,681
| +8,360% | +$282M | 1.1% | 20 |
|
|
2025
Q3 | $2.9M | Sell |
6,073
-3,893
| -39% | -$1.66M | 0.31% | 40 |
|
|
2025
Q2 | $3.87M | Buy |
9,966
+6,094
| +157% | +$2.03M | 0.44% | 31 |
|
|
2025
Q1 | $1.28M | Buy |
3,872
+520
| +16% | +$185K | 0.18% | 62 |
|
|
2024
Q4 | $1.22M | Sell |
3,352
-638
| -16% | -$247K | 0.18% | 62 |
|
|
2024
Q3 | $1.56M | Sell |
3,990
-6,109
| -60% | -$2.11M | 0.23% | 51 |
|
|
2024
Q2 | $3.36M | Buy |
10,099
+6,464
| +178% | +$2.24M | 0.54% | 30 |
|
|
2024
Q1 | $1.33M | Sell |
3,635
-4,346
| -54% | -$1.39M | 0.24% | 51 |
|
|
2023
Q4 | $2.36M | Buy |
7,981
+3
| +0% | +$778 | 0.42% | 57 |
|
|
2023
Q3 | $2.18M | Buy |
7,978
+102
| +1% | +$27.7K | 0.67% | 43 |
|
|
2023
Q2 | $1.94M | Buy |
7,876
+6,094
| +342% | +$1.36M | 0.58% | 43 |
|
|
2023
Q1 | $408K | Sell |
1,782
-1,818
| -51% | -$440K | 0.62% | 26 |
|
|
2022
Q4 | $862K | Hold |
3,600
| – | – | 0.89% | 22 |
|
|
2022
Q3 | $591K | Hold |
3,600
| – | – | 0.63% | 24 |
|
|
2022
Q2 | $644K | Hold |
3,600
| – | – | 0.63% | 20 |
|
|
2022
Q1 | $802K | Hold |
3,600
| – | – | 0.65% | 22 |
|
|
2021
Q4 | $744K | Hold |
3,600
| – | – | 0.56% | 21 |
|
|
2021
Q3 | $691K | Hold |
3,600
| – | – | 0.53% | 21 |
|
|
2021
Q2 | $783K | Buy |
3,600
+300
| +9% | +$69.3K | 0.61% | 20 |
|
|
2021
Q1 | $765K | Hold |
3,300
| – | – | 0.6% | 19 |
|
|
2020
Q4 | $601K | Hold |
3,300
| – | – | 0.51% | 17 |
|
|
2020
Q3 | $492K | Hold |
3,300
| – | – | 0.51% | 14 |
|
|
2020
Q2 | $417K | Sell |
3,300
-1,379
| -29% | -$163K | 0.49% | 13 |
|
|
2020
Q1 | $543K | Sell |
4,679
-243
| -5% | -$31K | 0.39% | 33 |
|
|
2019
Q4 | $727K | Hold |
4,922
| – | – | 0.39% | 22 |
|
|
2019
Q3 | $622K | Sell |
4,922
-573
| -10% | -$72.8K | 0.34% | 25 |
|
|
2019
Q2 | $749K | Buy |
5,495
+2,195
| +67% | +$290K | 0.34% | 27 |
|
|
2019
Q1 | $447K | Sell |
3,300
-300
| -8% | -$39.8K | 0.28% | 14 |
|
|
2018
Q4 | $457K | Buy |
+3,600
| New | +$468K | 0.27% | 13 |
|
Other funds holding CAT
Cynosure Group's CAT Position: Q2 2026 in Review
Cynosure Group reduced its Caterpillar (CAT) stake by 23% in Q2 2026, selling an estimated $1.1M and leaving 4,210 shares worth $4.48M. The position accounts for 0.67% of the portfolio, ranked #22.
Cynosure Group first reported a position in CAT in Q4 2018 and has held it in 31 quarters since. The position peaked at $10.8M in Q4 2025. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Cynosure Group held 4,210 shares of Caterpillar worth $4.48M as of Q2 2026.
- Cynosure Group sold 1,252 Caterpillar shares in Q2 2026, an estimated $1.1M.
- Caterpillar made up 0.67% of Cynosure Group's portfolio in Q2 2026, its #22 holding.
- Cynosure Group first reported a position in Caterpillar in Q4 2018 and has held it in 31 quarters since.
- Cynosure Group's Caterpillar position peaked at $10.8M in Q4 2025.
- 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Cynosure Group's 13F filing for Q2 2026, filed 5 Aug 2026.