SFC
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SYM Financial Corp’s Caterpillar CAT Stock Holding History

SYM Financial Corp’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 		$1.25M Buy
1,171
+96
+9% +$84.3K 0.1% 61
2026
Q1 		$761K Buy
1,075
+28
+3% +$19.4K 0.08% 79
2025
Q4 		$600K Buy
1,047
+62
+6% +$34.5K 0.06% 104
2025
Q3 		$470K Sell
985
-77
-7% -$32.9K 0.05% 120
2025
Q2 		$412K Buy
1,062
+59
+6% +$19.7K 0.05% 152
2025
Q1 		$331K Sell
1,003
-48
-5% -$17.1K 0.04% 156
2024
Q4 		$381K Buy
1,051
+175
+20% +$67.9K 0.05% 125
2024
Q3 		$343K Buy
876
+58
+7% +$20K 0.05% 104
2024
Q2 		$272K Sell
818
-11
-1% -$3.81K 0.04% 105
2024
Q1 		$304K Sell
829
-228
-22% -$72.9K 0.05% 73
2023
Q4 		$313K Buy
1,057
+65
+7% +$16.9K 0.05% 72
2023
Q3 		$271K Buy
+992
New +$269K 0.05% 75

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SYM Financial Corp's CAT Position: Q2 2026 in Review

SYM Financial Corp increased its Caterpillar (CAT) stake by 8.9% in Q2 2026, buying an estimated $84.3K and bringing the position to 1,171 shares worth $1.25M. The position accounts for 0.1% of the portfolio, ranked #61.

SYM Financial Corp first reported a position in CAT in Q3 2023 and has held it in 12 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • SYM Financial Corp held 1,171 shares of Caterpillar worth $1.25M as of Q2 2026.
  • SYM Financial Corp bought 96 Caterpillar shares in Q2 2026, an estimated $84.3K.
  • Caterpillar made up 0.1% of SYM Financial Corp's portfolio in Q2 2026, its #61 holding.
  • SYM Financial Corp first reported a position in Caterpillar in Q3 2023 and has held it in 12 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.