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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
Q3 		$372K Hold
458
– – 0.28% 18
2026
Q2 		$488K Buy
458
+1
+0.2% +$878 0.38% 13
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Schaeffer Financial's CAT Position: Q3 2026 in Review

Schaeffer Financial held its Caterpillar (CAT) position steady in Q3 2026 at 458 shares worth $372K. The position accounts for 0.28% of the portfolio, ranked #18.

Schaeffer Financial first reported a position in CAT in Q3 2025 and has held it in 5 quarters since. The position peaked at $488K in Q2 2026. 1,772 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Schaeffer Financial held 458 shares of Caterpillar worth $372K as of Q3 2026.
  • Schaeffer Financial left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.28% of Schaeffer Financial's portfolio in Q3 2026, its #18 holding.
  • Schaeffer Financial first reported a position in Caterpillar in Q3 2025 and has held it in 5 quarters since.
  • Schaeffer Financial's Caterpillar position peaked at $488K in Q2 2026.
  • 1,772 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Schaeffer Financial's 13F filing for Q3 2026, filed 23 Oct 2026.