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Financial Synergies Wealth Advisors’s Caterpillar CAT Stock Holding History

Financial Synergies Wealth Advisors’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 		$9.6M Buy
9,012
+4
+0% +$3.51K 0.81% 20
2026
Q1 		$6.38M Buy
9,008
+1,281
+17% +$887K 0.61% 24
2025
Q4 		$4.43M Buy
7,727
+4,917
+175% +$2.73M 0.43% 29
2025
Q3 		$1.34M Buy
2,810
+16
+0.6% +$6.83K 0.14% 45
2025
Q2 		$1.08M Buy
+2,794
New +$931K 0.12% 47
2024
Q2 		– Sell
-286
Closed -$105K – 127
2024
Q1 		$105K Buy
286
+278
+3,475% +$88.9K 0.01% 98
2023
Q4 		$1.92K Sell
8
-276
-97% -$71.6K ﹤0.01% 249
2023
Q3 		$77.5K Buy
284
+101
+55% +$27.4K 0.01% 93
2023
Q2 		$45.1K Buy
183
+1
+0.5% +$223 0.01% 114
2023
Q1 		$41.7K Buy
182
+174
+2,175% +$42.1K 0.01% 122
2022
Q4 		$1.92K Buy
+8
New +$1.74K ﹤0.01% 249
2022
Q3 		– Sell
-10
Closed -$1.79K – 476
2022
Q2 		$1.79K Buy
+10
New +$2.11K ﹤0.01% 250

Other funds holding CAT

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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Financial Synergies Wealth Advisors's CAT Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its Caterpillar (CAT) stake by 0.04% in Q2 2026, buying an estimated $3.51K and bringing the position to 9,012 shares worth $9.6M. The position accounts for 0.81% of the portfolio, ranked #20.

Financial Synergies Wealth Advisors first reported a position in CAT in Q2 2022 and has held it in 12 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Financial Synergies Wealth Advisors held 9,012 shares of Caterpillar worth $9.6M as of Q2 2026.
  • Financial Synergies Wealth Advisors bought 4 Caterpillar shares in Q2 2026, an estimated $3.51K.
  • Caterpillar made up 0.81% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Financial Synergies Wealth Advisors first reported a position in Caterpillar in Q2 2022 and has held it in 12 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.