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Caterpillar shares owned by Gyl Financial Synergies

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Gyl Financial Synergies from 13F filings

Historical chart of Gyl Financial Synergies investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Gyl Financial Synergies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Gyl Financial Synergies

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 5.3k 295.65
2023-09-30 $1.4M 5.1k 273.02
2023-06-30 $1.3M 5.1k 246.06
2023-03-31 $573k 2.5k 228.88
2022-12-31 $509k 2.1k 239.54
2022-09-30 $340k 2.1k 164.25
2022-06-30 $341k 1.9k 178.72
2022-03-31 $376k 1.7k 222.62
2021-12-31 $344k 1.7k 206.98
2021-09-30 $310k 1.6k 191.71
2021-06-30 $352k 1.6k 217.82
2021-03-31 $328k 1.4k 231.64
2020-12-31 $239k 1.3k 181.89
2019-12-31 $256k 1.7k 147.47
2019-09-30 $292k 2.3k 126.24
2019-06-30 $205k 1.5k 136.03
2019-03-31 $225k 1.7k 135.71