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Synergy Investment Management’s Caterpillar CAT Stock Holding History

Synergy Investment Management’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 		$315K Buy
306
+73
+31% +$64.1K 0.08% 126
2026
Q1 		$165K Buy
+233
New +$161K 0.05% 151
2025
Q2 		– Sell
-300
Closed -$98.9K – 138
2025
Q1 		$98.9K Hold
300
– – 0.04% 173
2024
Q4 		$109K Buy
+300
New +$116K 0.05% 167

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Synergy Investment Management's CAT Position: Q2 2026 in Review

Synergy Investment Management increased its Caterpillar (CAT) stake by 31% in Q2 2026, buying an estimated $64.1K and bringing the position to 306 shares worth $315K. The position accounts for 0.08% of the portfolio, ranked #126.

Synergy Investment Management first reported a position in CAT in Q4 2024 and has held it in 4 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Synergy Investment Management held 306 shares of Caterpillar worth $315K as of Q2 2026.
  • Synergy Investment Management bought 73 Caterpillar shares in Q2 2026, an estimated $64.1K.
  • Caterpillar made up 0.08% of Synergy Investment Management's portfolio in Q2 2026, its #126 holding.
  • Synergy Investment Management first reported a position in Caterpillar in Q4 2024 and has held it in 4 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.