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Schear Investment Advisers’s Caterpillar CAT Stock Holding History

Schear Investment Advisers’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 		$7.23M Buy
6,794
+226
+3% +$199K 2.42% 10
2026
Q1 		$4.65M Buy
6,568
+14
+0.2% +$9.7K 2.05% 15
2025
Q4 		$3.75M Sell
6,554
-394
-6% -$219K 1.62% 18
2025
Q3 		$3.32M Buy
6,948
+44
+0.6% +$18.8K 1.48% 19
2025
Q2 		$2.68M Sell
6,904
-77
-1% -$25.7K 1.33% 21
2025
Q1 		$2.3M Buy
6,981
+117
+2% +$41.7K 1.33% 21
2024
Q4 		$2.49M Buy
6,864
+236
+4% +$91.5K 1.33% 19
2024
Q3 		$2.59M Buy
6,628
+647
+11% +$223K 1.6% 16
2024
Q2 		$1.99M Buy
5,981
+465
+8% +$161K 1.44% 20
2024
Q1 		$2.02M Buy
5,516
+627
+13% +$200K 1.62% 18
2023
Q4 		$1.45M Buy
4,889
+22
+0.5% +$5.71K 1.39% 21
2023
Q3 		$1.33M Sell
4,867
-288
-6% -$78.1K 1.43% 19
2023
Q2 		$1.27M Buy
5,155
+150
+3% +$33.4K 1.34% 21
2023
Q1 		$1.15M Buy
5,005
+219
+5% +$52.9K 1.37% 24
2022
Q4 		$1.15M Buy
+4,786
New +$1.04M 1.41% 22

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Schear Investment Advisers's CAT Position: Q2 2026 in Review

Schear Investment Advisers increased its Caterpillar (CAT) stake by 3.4% in Q2 2026, buying an estimated $199K and bringing the position to 6,794 shares worth $7.23M. The position accounts for 2.42% of the portfolio, ranked #10.

Schear Investment Advisers first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Schear Investment Advisers held 6,794 shares of Caterpillar worth $7.23M as of Q2 2026.
  • Schear Investment Advisers bought 226 Caterpillar shares in Q2 2026, an estimated $199K.
  • Caterpillar made up 2.42% of Schear Investment Advisers's portfolio in Q2 2026, its #10 holding.
  • Schear Investment Advisers first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Schear Investment Advisers's 13F filing for Q2 2026, filed 27 Jul 2026.