SNS Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.81M | Buy |
3,968
+307
| +8% | +$213K | 0.24% | 46 |
|
|
2025
Q4 | $2.1M | Sell |
3,661
-143
| -4% | -$79.5K | 0.18% | 51 |
|
|
2025
Q3 | $1.81M | Buy |
3,804
+48
| +1% | +$20.5K | 0.16% | 55 |
|
|
2025
Q2 | $1.46M | Sell |
3,756
-52
| -1% | -$17.3K | 0.14% | 64 |
|
|
2025
Q1 | $1.26M | Buy |
3,808
+81
| +2% | +$28.9K | 0.13% | 72 |
|
|
2024
Q4 | $1.35M | Buy |
3,727
+1
| +0% | +$388 | 0.14% | 69 |
|
|
2024
Q3 | $1.46M | Sell |
3,726
-296
| -7% | -$102K | 0.15% | 66 |
|
|
2024
Q2 | $1.34M | Buy |
4,022
+14
| +0.3% | +$4.85K | 0.14% | 68 |
|
|
2024
Q1 | $1.47M | Sell |
4,008
-37
| -0.9% | -$11.8K | 0.16% | 67 |
|
|
2023
Q4 | $1.2M | Buy |
4,045
+11
| +0.3% | +$2.85K | 0.14% | 72 |
|
|
2023
Q3 | $1.1M | Buy |
4,034
+23
| +0.6% | +$6.24K | 0.15% | 71 |
|
|
2023
Q2 | $987K | Sell |
4,011
-11
| -0.3% | -$2.45K | 0.13% | 81 |
|
|
2023
Q1 | $920K | Buy |
4,022
+52
| +1% | +$12.6K | 0.12% | 85 |
|
|
2022
Q4 | $951K | Buy |
3,970
+108
| +3% | +$23.5K | 0.13% | 86 |
|
|
2022
Q3 | $634K | Sell |
3,862
-3
| -0.1% | -$548 | 0.09% | 96 |
|
|
2022
Q2 | $691K | Buy |
3,865
+23
| +0.6% | +$4.85K | 0.09% | 95 |
|
|
2022
Q1 | $856K | Buy |
3,842
+1
| +0% | +$210 | 0.1% | 98 |
|
|
2021
Q4 | $794K | Sell |
3,841
-3
| -0.1% | -$604 | 0.08% | 108 |
|
|
2021
Q3 | $738K | Sell |
3,844
-11
| -0.3% | -$2.29K | 0.09% | 104 |
|
|
2021
Q2 | $839K | Sell |
3,855
-52
| -1% | -$12K | 0.11% | 98 |
|
|
2021
Q1 | $906K | Sell |
3,907
-14,227
| -78% | -$2.95M | 0.12% | 93 |
|
|
2020
Q4 | $3.3M | Sell |
18,134
-955
| -5% | -$162K | 0.47% | 39 |
|
|
2020
Q3 | $2.85M | Buy |
19,089
+15,272
| +400% | +$2.15M | 0.45% | 38 |
|
|
2020
Q2 | $483K | Buy |
3,817
+1
| +0% | +$119 | 0.09% | 117 |
|
|
2020
Q1 | $443K | Buy |
3,816
+166
| +5% | +$21.2K | 0.08% | 127 |
|
|
2019
Q4 | $539K | Buy |
3,650
+159
| +5% | +$22.2K | 0.09% | 125 |
|
|
2019
Q3 | $441K | Sell |
3,491
-294
| -8% | -$37.4K | 0.08% | 118 |
|
|
2019
Q2 | $516K | Buy |
3,785
+335
| +10% | +$44.3K | 0.1% | 116 |
|
|
2019
Q1 | $467K | Hold |
3,450
| – | – | 0.1% | 117 |
|
|
2018
Q4 | $438K | Hold |
3,450
| – | – | 0.11% | 117 |
|
|
2018
Q3 | $526K | Sell |
3,450
-34
| -1% | -$4.81K | 0.13% | 99 |
|
|
2018
Q2 | $473K | Hold |
3,484
| – | – | 0.12% | 93 |
|
|
2018
Q1 | $513K | Sell |
3,484
-1,026
| -23% | -$162K | 0.14% | 90 |
|
|
2017
Q4 | $711K | Sell |
4,510
-666
| -13% | -$92.4K | 0.17% | 83 |
|
|
2017
Q3 | $645K | Sell |
5,176
-113
| -2% | -$13K | 0.17% | 89 |
|
|
2017
Q2 | $569K | Sell |
5,289
-257
| -5% | -$26.1K | 0.15% | 95 |
|
|
2017
Q1 | $515K | Buy |
5,546
+3,615
| +187% | +$342K | 0.13% | 103 |
|
|
2016
Q4 | $179K | Buy |
+1,931
| New | +$175K | 0.05% | 168 |
|
Other funds holding CAT
VCM
VPM
SNS Financial Group's CAT Position: Q1 2026 in Review
SNS Financial Group increased its Caterpillar (CAT) stake by 8.4% in Q1 2026, buying an estimated $213K and bringing the position to 3,968 shares worth $2.81M. The position accounts for 0.24% of the portfolio, ranked #46.
SNS Financial Group first reported a position in CAT in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.3M in Q4 2020. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- SNS Financial Group held 3,968 shares of Caterpillar worth $2.81M as of Q1 2026.
- SNS Financial Group bought 307 Caterpillar shares in Q1 2026, an estimated $213K.
- Caterpillar made up 0.24% of SNS Financial Group's portfolio in Q1 2026, its #46 holding.
- SNS Financial Group first reported a position in Caterpillar in Q4 2016 and has held it in 38 quarters since.
- SNS Financial Group's Caterpillar position peaked at $3.3M in Q4 2020.
- 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.