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Symphony Financial’s Caterpillar CAT Stock Holding History

Symphony Financial’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 		$926K Sell
1,322
-281
-18% -$195K 0.12% 118
2025
Q4 		$920K Sell
1,603
-201
-11% -$112K 0.12% 109
2025
Q3 		$872K Sell
1,804
-11,160
-86% -$4.76M 0.11% 118
2025
Q2 		$3.32M Buy
12,964
+6,747
+109% +$2.25M 0.43% 58
2025
Q1 		$1.79M Sell
6,217
-649
-9% -$231K 1.06% 24
2024
Q4 		$2.72M Buy
6,866
+79
+1% +$30.6K 0.43% 52
2024
Q3 		$2.67M Buy
6,787
+458
+7% +$158K 0.44% 54
2024
Q2 		$2.07M Buy
6,329
+4,159
+192% +$1.44M 0.38% 61
2024
Q1 		$795K Sell
2,170
-3,606
-62% -$1.15M 0.19% 98
2023
Q4 		$1.67M Buy
5,776
+1,780
+45% +$462K 0.36% 67
2023
Q3 		$1.08M Buy
3,996
+844
+27% +$229K 0.27% 67
2023
Q2 		$771K Buy
3,152
+277
+10% +$61.8K 0.19% 99
2023
Q1 		$645K Buy
2,875
+1,917
+200% +$463K 0.17% 107
2022
Q4 		$238K Buy
+958
New +$209K 0.06% 180
2022
Q2 		– Sell
-2,093
Closed -$250K – 183
2022
Q1 		$250K Buy
+2,093
New +$439K 0.06% 172

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

Symphony Financial's CAT Position: Q1 2026 in Review

Symphony Financial reduced its Caterpillar (CAT) stake by 18% in Q1 2026, selling an estimated $195K and leaving 1,322 shares worth $926K. The position accounts for 0.12% of the portfolio, ranked #118.

Symphony Financial first reported a position in CAT in Q1 2022 and has held it in 15 quarters since. The position peaked at $3.32M in Q2 2025. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Symphony Financial held 1,322 shares of Caterpillar worth $926K as of Q1 2026.
  • Symphony Financial sold 281 Caterpillar shares in Q1 2026, an estimated $195K.
  • Caterpillar made up 0.12% of Symphony Financial's portfolio in Q1 2026, its #118 holding.
  • Symphony Financial first reported a position in Caterpillar in Q1 2022 and has held it in 15 quarters since.
  • Symphony Financial's Caterpillar position peaked at $3.32M in Q2 2025.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.