Position in CAT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,131,870
+$1,031,287 QoQ
Shares Held
2,941
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,537
of 4,031 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Synergy Asset Management, LLC holds $22,210,258 across 3 Farm & Heavy Construction Machinery names. CAT ranks #2 (14.1% of the industry book) .
All Filings in CAT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,131,870 | 2,941 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,100,583 | 2,965 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,714,599 | 2,993 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $4,528,629 | 9,491 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $1,019,051 | 2,625 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $905,960 | 2,747 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $996,138 | 2,746 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||