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
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 $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

SYM Financial Corp's CAT Position: Q1 2026 in Review

SYM Financial Corp increased its Caterpillar (CAT) stake by 2.7% in Q1 2026, buying an estimated $19.4K and bringing the position to 1,075 shares worth $761K. The position accounts for 0.08% of the portfolio, ranked #79.

SYM Financial Corp first reported a position in CAT in Q3 2023 and has held it in 11 quarters since. 3,735 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • SYM Financial Corp held 1,075 shares of Caterpillar worth $761K as of Q1 2026.
  • SYM Financial Corp bought 28 Caterpillar shares in Q1 2026, an estimated $19.4K.
  • Caterpillar made up 0.08% of SYM Financial Corp's portfolio in Q1 2026, its #79 holding.
  • SYM Financial Corp first reported a position in Caterpillar in Q3 2023 and has held it in 11 quarters since.
  • 3,735 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.