Jacobson & Schmitt Advisors’s Caterpillar CAT Stock Holding History

Jacobson & Schmitt Advisors’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	$266K	Buy	+250	New	+$220K	0.04%	75

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Jacobson & Schmitt Advisors's CAT Position: Q2 2026 in Review

Jacobson & Schmitt Advisors opened a new position in Caterpillar (CAT) in Q2 2026: 250 shares worth $266K. The stake represents 0.04% of the portfolio and ranks #75 among its holdings.

957 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Jacobson & Schmitt Advisors held 250 shares of Caterpillar worth $266K as of Q2 2026.
Caterpillar was a new Jacobson & Schmitt Advisors position in Q2 2026.
Caterpillar made up 0.04% of Jacobson & Schmitt Advisors's portfolio in Q2 2026, its #75 holding.
957 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Jacobson & Schmitt Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.