P.J. Schmidt Investment Management (PJS)’s Caterpillar CAT Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	$395K	Sell	371 -95	-20%	-$83.5K	0.06%	153
2026 Q1	$330K	Buy	+466	New	+$323K	0.06%	160
2015 Q1	–	Sell	-3,671	Closed	-$336K	–	154
2014 Q4	$336K	Sell	3,671 -1,615	-31%	-$157K	0.13%	124
2014 Q3	$524K	Sell	5,286 -100	-2%	-$10.6K	0.21%	101
2014 Q2	$585K	Hold	5,386	–	–	0.23%	101
2014 Q1	$535K	Sell	5,386 -3,629	-40%	-$342K	0.21%	100
2013 Q4	$819K	Sell	9,015 -8,980	-50%	-$767K	0.35%	68
2013 Q3	$1.5M	Sell	17,995 -6,910	-28%	-$584K	0.69%	47
2013 Q2	$2.05M	Buy	+24,905	New	+$2.12M	0.99%	39

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s CAT Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) reduced its Caterpillar (CAT) stake by 20% in Q2 2026, selling an estimated $83.5K and leaving 371 shares worth $395K. The position accounts for 0.06% of the portfolio, ranked #153.

P.J. Schmidt Investment Management (PJS) first reported a position in CAT in Q2 2013 and has held it in 9 quarters since. The position peaked at $2.05M in Q2 2013. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

P.J. Schmidt Investment Management (PJS) held 371 shares of Caterpillar worth $395K as of Q2 2026.
P.J. Schmidt Investment Management (PJS) sold 95 Caterpillar shares in Q2 2026, an estimated $83.5K.
Caterpillar made up 0.06% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #153 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in Caterpillar in Q2 2013 and has held it in 9 quarters since.
P.J. Schmidt Investment Management (PJS)'s Caterpillar position peaked at $2.05M in Q2 2013.
4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.