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SYON CAPITAL LLC

Position in CAT — Caterpillar Inc

CIK 1999353 SAN FRANCISCO, CA

Position in CAT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$8,411,645
+$2,928,874 QoQ
Shares Held
7,899
+2.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#944
of 4,031 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

SYON CAPITAL LLC holds $13,125,198 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (64.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page
7,899 $8,411,645

All Filings in CAT

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,411,645 7,899
2026-03-31 $5,482,771 7,739
2025-12-31 $4,447,189 7,763
2025-09-30 $3,287,563 6,890
2025-06-30 $2,494,637 6,426
2025-03-31 $2,165,466 6,566
2024-12-31 $2,195,786 6,053
2024-09-30 $2,425,726 6,202
2024-06-30 $1,910,328 5,735
2024-03-31 $2,065,565 5,637
2023-12-31 $1,622,636 5,488
2023-09-30 $1,080,807 3,959