SFS
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Symphony Financial Services’s Caterpillar CAT Stock Holding History

Symphony Financial Services’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 		$312K Hold
293
– – 0.14% 81
2026
Q1 		$208K Buy
+293
New +$203K 0.11% 95
2024
Q3 		– Sell
-316
Closed -$266K – 83
2024
Q2 		$266K Buy
+316
New +$110K 0.23% 67

Other funds holding CAT

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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

Symphony Financial Services's CAT Position: Q2 2026 in Review

Symphony Financial Services held its Caterpillar (CAT) position steady in Q2 2026 at 293 shares worth $312K. The position accounts for 0.14% of the portfolio, ranked #81.

Symphony Financial Services first reported a position in CAT in Q2 2024 and has held it in 3 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Symphony Financial Services held 293 shares of Caterpillar worth $312K as of Q2 2026.
  • Symphony Financial Services left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.14% of Symphony Financial Services's portfolio in Q2 2026, its #81 holding.
  • Symphony Financial Services first reported a position in Caterpillar in Q2 2024 and has held it in 3 quarters since.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.