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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schear Investment Advisers's CAT Position: Q1 2026 in Review

Schear Investment Advisers increased its Caterpillar (CAT) stake by 0.21% in Q1 2026, buying an estimated $9.7K and bringing the position to 6,568 shares worth $4.65M. The position accounts for 2.05% of the portfolio, ranked #15.

Schear Investment Advisers first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Schear Investment Advisers held 6,568 shares of Caterpillar worth $4.65M as of Q1 2026.
  • Schear Investment Advisers bought 14 Caterpillar shares in Q1 2026, an estimated $9.7K.
  • Caterpillar made up 2.05% of Schear Investment Advisers's portfolio in Q1 2026, its #15 holding.
  • Schear Investment Advisers first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Schear Investment Advisers's 13F filing for Q1 2026, filed 28 Apr 2026.