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Caterpillar shares owned by Syntegra Private Wealth Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Syntegra Private Wealth Group from 13F filings

Historical chart of Syntegra Private Wealth Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Syntegra Private Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Syntegra Private Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $495k 1.0k 477.15
2025-06-30 $393k 1.0k 388.21
2025-03-31 $322k 977 329.80
2024-12-31 $338k 932 362.82

More positions owned by Syntegra Private Wealth Group

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Ssga Us Lrg Etf (LGLV)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Covington Trust Enhanced Intl (FENI)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
J P Morgan Exchange Traded F Income Etf (JPIE)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
First Tr Exchange-traded SHS (QTEC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfli High Yld (SPHY)
Ishares Tr Msci Usa Min Vol (USMV)
Apple (AAPL)
Spdr Series Trust Portfolio S&p600 (SPSM)

View all positions for Syntegra Private Wealth Group

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar