Snider Financial Group
CAT icon

Snider Financial Group’s Caterpillar CAT Stock Holding History

Snider Financial Group’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
Q3 		– Sell
-193
Closed -$205K – 104
2026
Q2 		$205K Buy
+193
New +$170K 0.05% 103

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Bank Julius Baer & Co
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Principal Financial Group
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DekaBank Deutsche Girozentrale
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Creative Planning
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ProShare Advisors
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New York State Teachers Retirement System (NYSTRS)
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Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Snider Financial Group's CAT Position: Q3 2026 in Review

Snider Financial Group sold out of Caterpillar (CAT) in Q3 2026, closing a stake of 193 shares — an estimated $205K sold.

Snider Financial Group first reported a position in CAT in Q2 2026 and held it in 1 quarter. The position peaked at $205K in Q2 2026. 2,153 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Snider Financial Group reported no remaining Caterpillar position as of Q3 2026 after selling out during the quarter.
  • Snider Financial Group sold 193 Caterpillar shares in Q3 2026, an estimated $205K.
  • Snider Financial Group first reported a position in Caterpillar in Q2 2026 and held it in 1 quarter.
  • Snider Financial Group's Caterpillar position peaked at $205K in Q2 2026.
  • 2,153 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Snider Financial Group's 13F filing for Q3 2026, filed 16 Oct 2026.