A detailed history of Syntegra Private Wealth Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Syntegra Private Wealth Group, LLC holds 1,013 shares of CAT stock, worth $504,322. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,013
Previous 977 3.68%
Holding current value
$504,322
Previous $322 Million 22.05%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025

BUY
$273.94 - $388.21 $9,861 - $13,975
36 Added 3.68%
1,013 $393 Million
Q1 2025

May 09, 2025

BUY
$326.75 - $407.63 $14,703 - $18,343
45 Added 4.83%
977 $322 Million
Q4 2024

Jan 27, 2025

BUY
$360.37 - $416.88 $335,864 - $388,532
932 New
932 $338 Million

Others Institutions Holding CAT

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $263B
  • Description
  • Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, sit...
More about CAT
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