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Schechter Investment Advisors’s Caterpillar CAT Stock Holding History

Schechter Investment Advisors’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
2025
Q1 		$1.03M Sell
3,136
-1,653
-35% -$589K 0.09% 227
2024
Q4 		$1.74M Sell
4,789
-132
-3% -$51.2K 0.13% 147
2024
Q3 		$1.92M Buy
4,921
+135
+3% +$46.6K 0.14% 144
2024
Q2 		$1.59M Sell
4,786
-73
-2% -$25.3K 0.12% 161
2024
Q1 		$1.78M Sell
4,859
-596
-11% -$190K 0.13% 144
2023
Q4 		$1.61M Buy
5,455
+132
+2% +$34.2K 0.14% 142
2023
Q3 		$1.45M Sell
5,323
-74
-1% -$20.1K 0.14% 151
2023
Q2 		$1.33M Sell
5,397
-281
-5% -$62.7K 0.12% 192
2023
Q1 		$1.3M Buy
5,678
+78
+1% +$18.9K 0.12% 197
2022
Q4 		$1.34M Buy
5,600
+350
+7% +$76.2K 0.12% 207
2022
Q3 		$861K Sell
5,250
-1,242
-19% -$227K 0.08% 336
2022
Q2 		$1.16M Sell
6,492
-921
-12% -$194K 0.11% 235
2022
Q1 		$1.65M Buy
7,413
+323
+5% +$67.7K 0.15% 143
2021
Q4 		$1.47M Buy
+7,090
New +$1.43M 0.13% 195

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schechter Investment Advisors's CAT Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Caterpillar (CAT) stake by 35% in Q1 2025, selling an estimated $589K and leaving 3,136 shares worth $1.03M. The position accounts for 0.09% of the portfolio, ranked #227.

Schechter Investment Advisors first reported a position in CAT in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.92M in Q3 2024. 2,896 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

  • Schechter Investment Advisors held 3,136 shares of Caterpillar worth $1.03M as of Q1 2025.
  • Schechter Investment Advisors sold 1,653 Caterpillar shares in Q1 2025, an estimated $589K.
  • Caterpillar made up 0.09% of Schechter Investment Advisors's portfolio in Q1 2025, its #227 holding.
  • Schechter Investment Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Caterpillar position peaked at $1.92M in Q3 2024.
  • 2,896 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.