Caterpillar shares owned by Synergy Financial Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Synergy Financial Management
from 13F filings
Historical chart of Synergy Financial Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Synergy Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 9.5k | 477.15 |
| 2025-06-30 | $1.0M | 2.6k | 388.21 |
| 2025-03-31 | $906k | 2.7k | 329.80 |
| 2024-12-31 | $988k | 2.7k | 359.77 |
More positions owned by Synergy Financial Management
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