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
Q2 		$8.41M Buy
7,899
+160
+2% +$141K 0.37% 47
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 Buy
5,637
+149
+3% +$47.6K 0.2% 87
2023
Q4 		$1.62M Buy
5,488
+1,529
+39% +$397K 0.17% 94
2023
Q3 		$1.08M Buy
+3,959
New +$1.07M 0.13% 97

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

Syon Capital's CAT Position: Q2 2026 in Review

Syon Capital increased its Caterpillar (CAT) stake by 2.1% in Q2 2026, buying an estimated $141K and bringing the position to 7,899 shares worth $8.41M. The position accounts for 0.37% of the portfolio, ranked #47.

Syon Capital first reported a position in CAT in Q3 2023 and has held it in 12 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Syon Capital held 7,899 shares of Caterpillar worth $8.41M as of Q2 2026.
  • Syon Capital bought 160 Caterpillar shares in Q2 2026, an estimated $141K.
  • Caterpillar made up 0.37% of Syon Capital's portfolio in Q2 2026, its #47 holding.
  • Syon Capital first reported a position in Caterpillar in Q3 2023 and has held it in 12 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.