Financial Symmetry’s Caterpillar CAT Stock Holding History

Financial Symmetry’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$237K	Buy	+223	New	+$196K	0.08%	58

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Financial Symmetry's CAT Position: Q2 2026 in Review

Financial Symmetry opened a new position in Caterpillar (CAT) in Q2 2026: 223 shares worth $237K. The stake represents 0.08% of the portfolio and ranks #58 among its holdings.

1,885 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Financial Symmetry held 223 shares of Caterpillar worth $237K as of Q2 2026.
Caterpillar was a new Financial Symmetry position in Q2 2026.
Caterpillar made up 0.08% of Financial Symmetry's portfolio in Q2 2026, its #58 holding.
1,885 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.