Caterpillar shares owned by Symphony Financial
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Symphony Financial
from 13F filings
Historical chart of Symphony Financial investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Symphony Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $872k | 1.8k | 483.50 |
| 2025-06-30 | $3.3M | 13k | 255.92 |
| 2025-03-31 | $1.8M | 6.2k | 288.70 |
| 2024-12-31 | $2.7M | 6.9k | 396.13 |
| 2024-09-30 | $2.7M | 6.8k | 393.70 |
| 2024-06-30 | $2.1M | 6.3k | 327.64 |
| 2024-03-31 | $795k | 2.2k | 366.42 |
| 2023-12-31 | $1.7M | 5.8k | 288.89 |
| 2023-09-30 | $1.1M | 4.0k | 271.21 |
| 2023-06-30 | $771k | 3.2k | 244.63 |
| 2023-03-31 | $645k | 2.9k | 224.44 |
| 2022-12-31 | $238k | 958 | 248.35 |
| 2022-03-31 | $250k | 2.1k | 119.45 |