GYL Financial Synergies’s Caterpillar CAT Stock Holding History

GYL Financial Synergies’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
2024 Q3	$1.99M	Buy	5,078 +97	+2%	+$33.5K	0.15%	130
2024 Q2	$1.66M	Sell	4,981 -503	-9%	-$174K	0.13%	142
2024 Q1	$2.01M	Buy	5,484 +189	+4%	+$60.4K	0.16%	123
2023 Q4	$1.57M	Buy	5,295 +173	+3%	+$44.9K	0.13%	145
2023 Q3	$1.4M	Buy	5,122 +24	+0.5%	+$6.51K	0.14%	142
2023 Q2	$1.25M	Buy	5,098 +2,594	+104%	+$578K	0.11%	158
2023 Q1	$573K	Buy	2,504 +380	+18%	+$91.9K	0.07%	176
2022 Q4	$509K	Buy	2,124 +54	+3%	+$11.8K	0.11%	123
2022 Q3	$340K	Buy	2,070 +162	+8%	+$29.6K	0.09%	139
2022 Q2	$341K	Buy	1,908 +219	+13%	+$46.2K	0.09%	136
2022 Q1	$376K	Buy	1,689 +27	+2%	+$5.66K	0.09%	136
2021 Q4	$344K	Buy	1,662 +45	+3%	+$9.06K	0.09%	155
2021 Q3	$310K	Buy	1,617 +1	+0.1%	+$208	0.16%	141
2021 Q2	$352K	Buy	1,616 +200	+14%	+$46.2K	0.18%	131
2021 Q1	$328K	Buy	1,416 +102	+8%	+$21.1K	0.18%	134
2020 Q4	$239K	Buy	+1,314	New	+$223K	0.14%	153
2020 Q1	–	Sell	-1,736	Closed	-$256K	–	147
2019 Q4	$256K	Sell	1,736 -577	-25%	-$80.5K	0.11%	155
2019 Q3	$292K	Buy	2,313 +806	+53%	+$102K	0.15%	124
2019 Q2	$205K	Sell	1,507 -151	-9%	-$20K	0.11%	155
2019 Q1	$225K	Buy	+1,658	New	+$220K	0.13%	140

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return