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Mowery & Schoenfeld Wealth Management’s Caterpillar CAT Stock Holding History

Mowery & Schoenfeld Wealth Management’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
Q1 		$726K Sell
1,025
-15
-1% -$10.4K 1.11% 17
2025
Q4 		$596K Buy
1,040
+15
+1% +$8.34K 0.86% 24
2025
Q3 		$489K Sell
1,025
-147
-13% -$62.8K 0.84% 24
2025
Q2 		$455K Sell
1,172
-201
-15% -$67K 0.69% 27
2025
Q1 		$453K Buy
1,373
+206
+18% +$73.4K 0.89% 26
2024
Q4 		$423K Buy
1,167
+1,166
+116,600% +$452K 0.82% 29
2024
Q3 		$392 Hold
1
– – ﹤0.01% 227
2024
Q2 		$334 Hold
1
– – ﹤0.01% 204
2024
Q1 		$367 Hold
1
– – ﹤0.01% 153
2023
Q4 		$296 Buy
+1
New +$259 ﹤0.01% 163

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's CAT Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Caterpillar (CAT) stake by 1.4% in Q1 2026, selling an estimated $10.4K and leaving 1,025 shares worth $726K. The position accounts for 1.11% of the portfolio, ranked #17.

Mowery & Schoenfeld Wealth Management first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 1,025 shares of Caterpillar worth $726K as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management sold 15 Caterpillar shares in Q1 2026, an estimated $10.4K.
  • Caterpillar made up 1.11% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.