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Schnieders Capital Management’s Caterpillar CAT Stock Holding History

Schnieders Capital Management’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 		$9.77M Sell
9,177
-73
-0.8% -$64.1K 1.28% 18
2026
Q1 		$6.55M Sell
9,250
-128
-1% -$88.7K 1.04% 24
2025
Q4 		$5.37M Sell
9,378
-80
-0.8% -$44.5K 0.84% 28
2025
Q3 		$4.51M Buy
9,458
+311
+3% +$133K 0.81% 34
2025
Q2 		$3.55M Buy
9,147
+347
+4% +$116K 0.62% 38
2025
Q1 		$2.9M Sell
8,800
-1,000
-10% -$356K 0.62% 39
2024
Q4 		$3.56M Sell
9,800
-105
-1% -$40.7K 0.7% 35
2024
Q3 		$3.87M Buy
9,905
+46
+0.5% +$15.9K 0.74% 34
2024
Q2 		$3.28M Sell
9,859
-400
-4% -$139K 0.66% 33
2024
Q1 		$3.76M Buy
10,259
+250
+2% +$79.9K 0.78% 32
2023
Q4 		$2.96M Sell
10,009
-1,500
-13% -$389K 0.65% 38
2023
Q3 		$3.14M Buy
11,509
+395
+4% +$107K 0.7% 39
2023
Q2 		$2.73M Buy
11,114
+5
+0% +$1.11K 0.57% 45
2023
Q1 		$2.54M Hold
11,109
– – 0.57% 47
2022
Q4 		$2.66M Sell
11,109
-2,600
-19% -$566K 0.61% 47
2022
Q3 		$2.25M Buy
13,709
+8,500
+163% +$1.55M 0.6% 44
2022
Q2 		$931K Sell
5,209
-467
-8% -$98.4K 0.28% 75
2022
Q1 		$1.26M Buy
5,676
+339
+6% +$71.1K 0.3% 75
2021
Q4 		$1.1M Buy
5,337
+250
+5% +$50.3K 0.26% 77
2021
Q3 		$977K Sell
5,087
-183
-3% -$38.1K 0.26% 73
2021
Q2 		$1.15M Buy
5,270
+85
+2% +$19.6K 0.31% 68
2021
Q1 		$1.2M Buy
5,185
+120
+2% +$24.8K 0.36% 63
2020
Q4 		$922K Hold
5,065
– – 0.3% 65
2020
Q3 		$756K Buy
5,065
+100
+2% +$14K 0.28% 72
2020
Q2 		$628K Sell
4,965
-50
-1% -$5.93K 0.25% 76
2020
Q1 		$582K Sell
5,015
-500
-9% -$63.9K 0.28% 72
2019
Q4 		$815K Sell
5,515
-20
-0.4% -$2.79K 0.3% 82
2019
Q3 		$699K Sell
5,535
-6,500
-54% -$826K 0.28% 85
2019
Q2 		$1.64M Buy
12,035
+6,500
+117% +$859K 0.64% 54
2019
Q1 		$749K Hold
5,535
– – 0.32% 77
2018
Q4 		$703K Buy
5,535
+60
+1% +$7.81K 0.35% 75
2018
Q3 		$835K Sell
5,475
-7,425
-58% -$1.05M 0.34% 77
2018
Q2 		$1.75M Hold
12,900
– – 0.74% 48
2018
Q1 		$1.9M Buy
12,900
+50
+0.4% +$7.89K 0.82% 44
2017
Q4 		$2.02M Sell
12,850
-150
-1% -$20.8K 0.84% 44
2017
Q3 		$1.62M Buy
13,000
+50
+0.4% +$5.76K 0.71% 51
2017
Q2 		$1.4M Sell
12,950
-1,000
-7% -$102K 0.65% 54
2017
Q1 		$1.29M Buy
13,950
+13
+0.1% +$1.23K 0.62% 53
2016
Q4 		$1.29M Buy
13,937
+350
+3% +$31.7K 0.67% 52
2016
Q3 		$1.21M Sell
13,587
-48
-0.4% -$3.93K 0.68% 51
2016
Q2 		$1.03M Sell
13,635
-1,200
-8% -$89.9K 0.58% 54
2016
Q1 		$1.14M Sell
14,835
-100
-0.7% -$6.71K 0.67% 48
2015
Q4 		$1.01M Sell
14,935
-827
-5% -$57.8K 0.62% 54
2015
Q3 		$1.03M Sell
15,762
-700
-4% -$53.5K 0.71% 46
2015
Q2 		$1.4M Sell
16,462
-1,500
-8% -$129K 0.82% 40
2015
Q1 		$1.44M Buy
17,962
+240
+1% +$19.9K 0.87% 40
2014
Q4 		$1.62M Buy
17,722
+1,275
+8% +$124K 1.07% 35
2014
Q3 		$1.63M Sell
16,447
-2,150
-12% -$228K 1.21% 23
2014
Q2 		$2.02M Buy
18,597
+2,469
+15% +$259K 1.43% 20
2014
Q1 		$1.6M Buy
16,128
+31
+0.2% +$2.92K 1.49% 18
2013
Q4 		$1.46M Buy
+16,097
New +$1.37M 1.43% 20

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

Schnieders Capital Management's CAT Position: Q2 2026 in Review

Schnieders Capital Management reduced its Caterpillar (CAT) stake by 0.79% in Q2 2026, selling an estimated $64.1K and leaving 9,177 shares worth $9.77M. The position accounts for 1.28% of the portfolio, ranked #18.

Schnieders Capital Management first reported a position in CAT in Q4 2013 and has held it in 51 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Schnieders Capital Management held 9,177 shares of Caterpillar worth $9.77M as of Q2 2026.
  • Schnieders Capital Management sold 73 Caterpillar shares in Q2 2026, an estimated $64.1K.
  • Caterpillar made up 1.28% of Schnieders Capital Management's portfolio in Q2 2026, its #18 holding.
  • Schnieders Capital Management first reported a position in Caterpillar in Q4 2013 and has held it in 51 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Schnieders Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.