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Syntegra Private Wealth Group’s Caterpillar CAT Stock Holding History

Syntegra Private Wealth Group’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$393K Buy
1,013
+36
+4% +$14K 0.04% 123
2025
Q1 		$322K Buy
977
+45
+5% +$14.8K 0.04% 121
2024
Q4 		$338K Buy
+932
New +$338K 0.04% 110