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
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All positions including Caterpillar held by Sym Financial Corporation consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Sym Financial Corporation
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $470k | 985 | 477.02 |
| 2025-06-30 | $412k | 1.1k | 388.11 |
| 2025-03-31 | $331k | 1.0k | 329.71 |
| 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 |