Schaper Benz & Wise Investment Counsel’s Caterpillar CAT Stock Holding History

Schaper Benz & Wise Investment Counsel’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	$749K	Sell	703 -3	-0.4%	-$2.63K	0.05%	117
2026 Q1	$500K	Hold	706	–	–	0.04%	129
2025 Q4	$405K	Buy	706 +2	+0.3%	+$1.11K	0.03%	133
2025 Q3	$336K	Sell	704 -131	-16%	-$55.9K	0.03%	137
2025 Q2	$324K	Hold	835	–	–	0.02%	131
2025 Q1	$275K	Sell	835 -17	-2%	-$6.05K	0.02%	134
2024 Q4	$309K	Hold	852	–	–	0.02%	134
2024 Q3	$333K	Hold	852	–	–	0.03%	130
2024 Q2	$284K	Buy	852 +108	+15%	+$37.4K	0.02%	127
2024 Q1	$273K	Buy	+744	New	+$238K	0.02%	128

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Schaper Benz & Wise Investment Counsel's CAT Position: Q2 2026 in Review

Schaper Benz & Wise Investment Counsel reduced its Caterpillar (CAT) stake by 0.42% in Q2 2026, selling an estimated $2.63K and leaving 703 shares worth $749K. The position accounts for 0.05% of the portfolio, ranked #117.

Schaper Benz & Wise Investment Counsel first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 1,506 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Schaper Benz & Wise Investment Counsel held 703 shares of Caterpillar worth $749K as of Q2 2026.
Schaper Benz & Wise Investment Counsel sold 3 Caterpillar shares in Q2 2026, an estimated $2.63K.
Caterpillar made up 0.05% of Schaper Benz & Wise Investment Counsel's portfolio in Q2 2026, its #117 holding.
Schaper Benz & Wise Investment Counsel first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
1,506 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.