SC
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Syon Capital’s Caterpillar CAT Stock Holding History

Syon Capital’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
Q1 		$5.48M Sell
7,739
-24
-0.3% -$16.6K 0.28% 56
2025
Q4 		$4.45M Buy
7,763
+873
+13% +$485K 0.22% 69
2025
Q3 		$3.29M Buy
6,890
+464
+7% +$198K 0.18% 78
2025
Q2 		$2.49M Sell
6,426
-140
-2% -$46.7K 0.16% 88
2025
Q1 		$2.17M Buy
6,566
+513
+8% +$183K 0.18% 87
2024
Q4 		$2.2M Sell
6,053
-149
-2% -$57.8K 0.2% 82
2024
Q3 		$2.43M Buy
6,202
+467
+8% +$161K 0.21% 76
2024
Q2 		$1.91M Buy
5,735
+98
+2% +$34K 0.18% 90
2024
Q1 		$2.07M Sell
5,637
-5,339
-49% -$1.71M 0.2% 87
2023
Q4 		$3.25M Buy
10,976
+7,017
+177% +$1.82M 0.14% 100
2023
Q3 		$1.08M Buy
+3,959
New +$1.07M 0.13% 97

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Syon Capital's CAT Position: Q1 2026 in Review

Syon Capital reduced its Caterpillar (CAT) stake by 0.31% in Q1 2026, selling an estimated $16.6K and leaving 7,739 shares worth $5.48M. The position accounts for 0.28% of the portfolio, ranked #56.

Syon Capital first reported a position in CAT in Q3 2023 and has held it in 11 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Syon Capital held 7,739 shares of Caterpillar worth $5.48M as of Q1 2026.
  • Syon Capital sold 24 Caterpillar shares in Q1 2026, an estimated $16.6K.
  • Caterpillar made up 0.28% of Syon Capital's portfolio in Q1 2026, its #56 holding.
  • Syon Capital first reported a position in Caterpillar in Q3 2023 and has held it in 11 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.