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Synergy Asset Management’s Caterpillar CAT Stock Holding History

Synergy Asset Management’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.02M Sell
2,625
-122
-4% -$47.4K 0.12% 94
2025
Q1 		$906K Buy
2,747
+1
+0% +$330 0.11% 92
2024
Q4 		$988K Buy
+2,746
New +$988K 0.08% 120