Syntax Research’s Caterpillar CAT Stock Holding History

Syntax Research’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	$144K	Hold	135	–	–	0.11%	65
2026 Q1	$95.6K	Hold	135	–	–	0.06%	80
2025 Q4	$77.3K	Hold	135	–	–	0.05%	86
2025 Q3	$64.4K	Hold	135	–	–	0.04%	87
2025 Q2	$52.4K	Hold	135	–	–	0.04%	85
2025 Q1	$44.5K	Sell	135 -3	-2%	-$1.07K	0.03%	91
2024 Q4	$50.1K	Hold	138	–	–	0.04%	87
2024 Q3	$54K	Buy	138 +3	+2%	+$1.04K	0.04%	88
2024 Q2	$45K	Hold	135	–	–	0.04%	85
2024 Q1	$49.5K	Hold	135	–	–	0.04%	89
2023 Q4	$39.9K	Hold	135	–	–	0.03%	94
2023 Q3	$36.9K	Buy	+135	New	+$36.6K	0.03%	101

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Syntax Research's CAT Position: Q2 2026 in Review

Syntax Research held its Caterpillar (CAT) position steady in Q2 2026 at 135 shares worth $144K. The position accounts for 0.11% of the portfolio, ranked #65.

Syntax Research first reported a position in CAT in Q3 2023 and has held it in 12 quarters since. 1,945 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Syntax Research held 135 shares of Caterpillar worth $144K as of Q2 2026.
Syntax Research left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.11% of Syntax Research's portfolio in Q2 2026, its #65 holding.
Syntax Research first reported a position in Caterpillar in Q3 2023 and has held it in 12 quarters since.
1,945 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.