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
2017
Q1 		– Sell
-2,500
Closed -$232K – 221
2016
Q4 		$232K Buy
+2,500
New +$227K 0.07% 149

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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.