Symphony Financial Services »

Caterpillar shares owned by Symphony Financial Services

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Symphony Financial Services from 13F filings

Historical chart of Symphony Financial Services investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Symphony Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Symphony Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $208k 293 708.70
2024-06-30 $266k 316 840.26

More positions owned by Symphony Financial Services

Pimco Enhanced MF Closed and MF Open (PYLD)
First Trust MF Closed and MF Open (BUFR)
Principal Us MF Closed and MF Open (USMC)
Global X MF Closed and MF Open (PAVE)
First Trust MF Closed and MF Open (AIRR)
First Trust MF Closed and MF Open (KNG)
Janus Henderson MF Closed and MF Open (JMBS)
Apple Common Stock (AAPL)
Ishares Russell MF Closed and MF Open (IWY)
Nvidia Corp Common Stock (NVDA)
Invesco S&p MF Closed and MF Open (XMMO)
Janus Detroit MF Closed and MF Open (JSMD)
Ishares Core MF Closed and MF Open (ITOT)
Pacer Us MF Closed and MF Open (COWZ)
Visa Common Stock (V)

View all positions for Symphony Financial Services

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar