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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

GYL Financial Synergies's CAT Position: Q3 2024 in Review

GYL Financial Synergies increased its Caterpillar (CAT) stake by 1.9% in Q3 2024, buying an estimated $33.5K and bringing the position to 5,078 shares worth $1.99M. The position accounts for 0.15% of the portfolio, ranked #130.

GYL Financial Synergies first reported a position in CAT in Q1 2019 and has held it in 20 quarters since. The position peaked at $2.01M in Q1 2024. 2,834 funds tracked by Wall St. Rank hold CAT as of Q3 2024.

  • GYL Financial Synergies held 5,078 shares of Caterpillar worth $1.99M as of Q3 2024.
  • GYL Financial Synergies bought 97 Caterpillar shares in Q3 2024, an estimated $33.5K.
  • Caterpillar made up 0.15% of GYL Financial Synergies's portfolio in Q3 2024, its #130 holding.
  • GYL Financial Synergies first reported a position in Caterpillar in Q1 2019 and has held it in 20 quarters since.
  • GYL Financial Synergies's Caterpillar position peaked at $2.01M in Q1 2024.
  • 2,834 funds tracked by Wall St. Rank held Caterpillar as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.