Schaeffer Financial’s Caterpillar CAT Stock Holding History

Schaeffer Financial’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	$324K	Hold	457	–	–	0.27%	17
2025 Q4	$262K	Buy	457 +1	+0.2%	+$556	0.23%	16
2025 Q3	$217K	Buy	+456	New	+$195K	0.2%	19

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schaeffer Financial's CAT Position: Q1 2026 in Review

Schaeffer Financial held its Caterpillar (CAT) position steady in Q1 2026 at 457 shares worth $324K. The position accounts for 0.27% of the portfolio, ranked #17.

Schaeffer Financial first reported a position in CAT in Q3 2025 and has held it in 3 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Schaeffer Financial held 457 shares of Caterpillar worth $324K as of Q1 2026.
Schaeffer Financial left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.27% of Schaeffer Financial's portfolio in Q1 2026, its #17 holding.
Schaeffer Financial first reported a position in Caterpillar in Q3 2025 and has held it in 3 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Schaeffer Financial's 13F filing for Q1 2026, filed 27 Apr 2026.