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Higgins & Schmidt Wealth Strategies’s Caterpillar CAT Stock Holding History

Higgins & Schmidt Wealth Strategies’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
Q2 		$382K Hold
359
– – 0.16% 44
2026
Q1 		$254K Buy
359
+2
+0.6% +$1.39K 0.12% 56
2025
Q4 		$205K Buy
+357
New +$198K 0.1% 59

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's CAT Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies held its Caterpillar (CAT) position steady in Q2 2026 at 359 shares worth $382K. The position accounts for 0.16% of the portfolio, ranked #44.

Higgins & Schmidt Wealth Strategies first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 2,031 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Higgins & Schmidt Wealth Strategies held 359 shares of Caterpillar worth $382K as of Q2 2026.
  • Higgins & Schmidt Wealth Strategies left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.16% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #44 holding.
  • Higgins & Schmidt Wealth Strategies first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 2,031 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.