SYM Financial Corp
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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
Q3 		$1.09M Buy
1,348
+177
+15% +$150K 0.08% 67
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

SYM Financial Corp's CAT Position: Q3 2026 in Review

SYM Financial Corp increased its Caterpillar (CAT) stake by 15% in Q3 2026, buying an estimated $150K and bringing the position to 1,348 shares worth $1.09M. The position accounts for 0.08% of the portfolio, ranked #67.

SYM Financial Corp first reported a position in CAT in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.25M in Q2 2026. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • SYM Financial Corp held 1,348 shares of Caterpillar worth $1.09M as of Q3 2026.
  • SYM Financial Corp bought 177 Caterpillar shares in Q3 2026, an estimated $150K.
  • Caterpillar made up 0.08% of SYM Financial Corp's portfolio in Q3 2026, its #67 holding.
  • SYM Financial Corp first reported a position in Caterpillar in Q3 2023 and has held it in 13 quarters since.
  • SYM Financial Corp's Caterpillar position peaked at $1.25M in Q2 2026.
  • 2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.