CG
CAT icon

Cynosure Group’s Caterpillar CAT Stock Holding History

Cynosure Group’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cynosure Group's CAT Position: Q1 2026 in Review

Cynosure Group reduced its Caterpillar (CAT) stake by 99% in Q1 2026, selling an estimated $352M and leaving 5,462 shares worth $3.63M. The position accounts for 0.45% of the portfolio, ranked #34.

Cynosure Group first reported a position in CAT in Q4 2018 and has held it in 30 quarters since. The position peaked at $10.8M in Q4 2025. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Cynosure Group held 5,462 shares of Caterpillar worth $3.63M as of Q1 2026.
  • Cynosure Group sold 508,292 Caterpillar shares in Q1 2026, an estimated $352M.
  • Caterpillar made up 0.45% of Cynosure Group's portfolio in Q1 2026, its #34 holding.
  • Cynosure Group first reported a position in Caterpillar in Q4 2018 and has held it in 30 quarters since.
  • Cynosure Group's Caterpillar position peaked at $10.8M in Q4 2025.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.