SFG
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SNS Financial Group’s Caterpillar CAT Stock Holding History

SNS 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
2020
Q4 		– Sell
-11,900
Closed -$1.77M – 212
2020
Q3 		$1.77M Buy
11,900
+11,700
+5,850% +$1.64M 0.28% 50
2020
Q2 		$25K Buy
+200
New +$23.7K ﹤0.01% 193

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

SNS Financial Group's CAT Position: Q2 2026 in Review

SNS Financial Group increased its Caterpillar (CAT) stake by 132% in Q2 2026, buying an estimated $4.58M and bringing the position to 9,186 shares worth $9.78M. The position accounts for 0.19% of the portfolio, ranked #112.

SNS Financial Group first reported a position in CAT in Q4 2016 and has held it in 39 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • SNS Financial Group held 9,186 shares of Caterpillar worth $9.78M as of Q2 2026.
  • SNS Financial Group bought 5,218 Caterpillar shares in Q2 2026, an estimated $4.58M.
  • Caterpillar made up 0.19% of SNS Financial Group's portfolio in Q2 2026, its #112 holding.
  • SNS Financial Group first reported a position in Caterpillar in Q4 2016 and has held it in 39 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.