Caterpillar shares owned by Sym Financial Corporation
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Sym Financial Corporation
from 13F filings
Historical chart of Sym Financial Corporation investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Sym Financial Corporation consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Sym Financial Corporation
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $381k | 1.1k | 362.73 |
2024-06-30 | $273k | 818 | 333.10 |
2024-03-31 | $304k | 829 | 366.43 |
2023-12-31 | $313k | 1.1k | 295.67 |
2023-09-30 | $271k | 992 | 273.00 |