캐터필러 주식회사
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionSynovus Financial Corp
Latest Disclosed Ownership45,606 shares
Latest Disclosed Value $ 21,769,426
Synovus Financial Corp reports 9.16% increase in ownership of CAT / Caterpillar Inc.

On November 7, 2025 - Synovus Financial Corp filed a 13F-HR form disclosing ownership of 45,606 shares of Caterpillar Inc. (US:CAT) valued at $21,760,903 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 41,780 shares of Caterpillar Inc.. This represents a change in shares of 9.16% during the quarter. The current value of the position is $41,240,594 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2025-11-07 2025-09-30 13F CATERPILLAR COM 149123101 45,606 3,826 9.16 21,769 34.16 0.2491
2025-08-14 2025-06-30 13F CATERPILLAR COM 149123101 41,780 3,431 8.95 16,227 28.30 0.1986
2025-05-14 2025-03-31 13F CATERPILLAR COM 149123101 38,349 -108 -0.28 12,648 -9.38 0.1636
2025-02-13 2024-12-31 13F CATERPILLAR COM 149123101 38,457 -94 -0.24 13,956 -7.44 0.1776
2024-11-25 2024-09-30 13F/A-1 CATERPILLAR COM 149123101 38,551 745 1.97 15,078 19.73 0.1746
2024-11-14 2024-09-30 13F CATERPILLAR COM 149123101 38,551 745 15,078 0.0900
2024-08-13 2024-06-30 13F CATERPILLAR COM 149123101 37,806 -147 -0.39 12,593 -9.49 0.1663
2024-05-14 2024-03-31 13F CATERPILLAR COM 149123101 37,953 509 1.36 13,914 25.63 0.1808
2024-02-14 2023-12-31 13F CATERPILLAR COM 149123101 37,444 395 1.07 11,075 9.46 0.1568
2023-11-13 2023-09-30 13F CATERPILLAR COM 149123101 37,049 -78 -0.21 10,118 10.76 0.1155
2023-08-08 2023-06-30 13F CATERPILLAR COM 149123101 37,127 366 1.00 9,135 8.59 0.1001
2023-05-11 2023-03-31 13F CATERPILLAR COM 149123101 36,761 -213 -0.58 8,412 -5.02 0.0948
2023-02-06 2022-12-31 13F CATERPILLAR COM 149123101 36,974 1,226 3.43 8,857 51.61 0.1010
2022-10-27 2022-09-30 13F CATERPILLAR COM 149123101 35,748 731 2.09 5,842 -6.75 0.0715
2022-08-10 2022-06-30 13F CATERPILLAR COM 149123101 35,017 4,643 15.29 6,265 -7.49 0.0735
2022-05-12 2022-03-31 13F CATERPILLAR COM 149123101 30,374 802 2.71 6,772 10.78 0.0719
2022-02-14 2021-12-31 13F CATERPILLAR COM 149123101 29,572 4,017 15.72 6,113 24.60 0.0607
2021-11-08 2021-09-30 13F CATERPILLAR COM 149123101 25,555 -4,842 -15.93 4,906 -26.01 0.0518
2021-08-11 2021-06-30 13F CATERPILLAR COM 149123101 30,397 8,309 37.62 6,631 29.56 0.0655
2021-05-11 2021-03-31 13F CATERPILLAR COM 149123101 22,088 109 0.50 5,118 27.82 0.0572
2021-02-11 2020-12-31 13F CATERPILLAR COM 149123101 21,979 -4,334 -16.47 4,004 1.96 0.0461
2020-11-09 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 26,313 -736 -2.72 3,927 14.72 0.0524
2020-08-10 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 27,049 -2,676 -9.00 3,423 -0.73 0.0496
2020-04-24 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 29,725 8,121 37.59 3,448 8.05 0.0481
2020-02-06 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 21,604 -1,009 -4.46 3,191 11.65 0.0435
2019-11-01 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 22,613 1,022 4.73 2,858 -2.89 0.0429
2019-08-08 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 21,591 13 0.06 2,943 0.58 0.0441
2019-05-09 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 21,578 1,433 7.11 2,926 14.16 0.0475
2019-02-07 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 20,145 -2,520 -11.12 2,563 -25.80 0.0464
2018-11-01 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 22,665 2,689 13.46 3,454 27.45 0.0546
2018-08-01 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 19,976 1,420 7.65 2,710 -0.81 0.0453
2018-05-07 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 18,556 3,024 19.47 2,732 11.46 0.0463
2018-02-09 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 15,532 -1,064 -6.41 2,451 18.52 0.0428
2017-11-13 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 16,596 -445 -2.61 2,068 13.13 0.0393
2017-08-09 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 17,041 1,039 6.49 1,828 23.26 0.0367
2017-05-15 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 16,002 -2,674 -14.32 1,483 -14.33 0.0310
2017-02-10 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 18,676 96 0.52 1,731 5.04 0.0393
2016-10-28 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 18,580 -1,757 -8.64 1,648 6.94 0.0387
2016-08-04 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 20,337 -2,498 -10.94 1,541 -11.84 0.0356
2016-05-09 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 22,835 -3,551 -13.46 1,748 -2.35 0.0424
2016-02-08 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 26,386 -6,285 -19.24 1,790 -16.36 0.0442
2015-11-03 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 32,671 -242 -0.74 2,140 -23.21 0.0566
2015-08-06 2015-06-30 13F CATERPILLAR INC DEL COM 149123101 32,913 -358 -1.08 2,787 4.58 0.0713
2015-05-08 2015-03-31 13F CATERPILLAR INC DEL COM 149123101 33,271 7,001 26.65 2,665 11.09 0.0688
2015-02-09 2014-12-31 13F CATERPILLAR INC DEL COM 149123101 26,270 -164 -0.62 2,399 -8.50 0.0632
2014-11-06 2014-09-30 13F CATERPILLAR INC DEL COM 149123101 26,434 -2,000 -7.03 2,622 -15.04 0.0731
2014-08-01 2014-06-30 13F CATERPILLAR INC DEL COM 149123101 28,434 -1,979 -6.51 3,086 2.22 0.0873
2014-05-07 2014-03-31 13F CATERPILLAR INC DEL COM 149123101 30,413 -2,906 -8.72 3,019 0.13 0.0889
2014-02-10 2013-12-31 13F CATERPILLAR INC DEL COM 149123101 33,319 1,863 5.92 3,015 14.90 0.0871
2013-11-01 2013-09-30 13F CATERPILLAR INC DEL COM 149123101 31,456 -16,375 -34.24 2,624 -33.11 0.0821
2013-08-06 2013-06-30 13F CATERPILLAR INC DEL COM 149123101 47,831 47,831 3,923 0.1201
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.