Synergy Investment Management, LLC
Position in CAT — Caterpillar Inc
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$325,858
+$160,789 QoQ
Shares Held
306
+31.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#3,438
of 4,031 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Synergy Investment Management, LLC holds $367,026 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (88.8% of the industry book) .
All Filings in CAT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,858 | 306 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $165,069 | 233 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $98,940 | 300 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $108,828 | 300 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||