Schonfeld Strategic Advisors’s Caterpillar CAT Stock Holding History

Schonfeld Strategic 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
2026 Q1	–	Sell	-50,000	Closed	-$28.6M	–	2266
2025 Q4	$28.6M	Buy	50,000 +20,000	+67%	+$11.1M	0.13%	139
2025 Q3	$14.3M	Buy	+30,000	New	+$12.8M	0.08%	262
2024 Q4	–	Sell	-50,000	Closed	-$19.6M	–	2040
2024 Q3	$19.6M	Buy	+50,000	New	+$17.3M	0.13%	144
2023 Q3	–	Sell	-150,000	Closed	-$119K	–	1824
2023 Q2	$119K	Buy	+150,000	New	+$33.4M	﹤0.01%	1693
2021 Q3	–	Sell	-25,000	Closed	-$5.44M	–	2180
2021 Q2	$5.44M	Buy	+25,000	New	+$5.77M	0.06%	438

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schonfeld Strategic Advisors's CAT Position: Q1 2026 in Review

Schonfeld Strategic Advisors increased its Caterpillar (CAT) stake by 9% in Q1 2026, buying an estimated $134K and bringing the position to 2,343 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #897.

Schonfeld Strategic Advisors first reported a position in CAT in Q1 2016 and has held it in 35 quarters since. The position peaked at $122M in Q2 2025. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Schonfeld Strategic Advisors held 2,343 shares of Caterpillar worth $1.66M as of Q1 2026.
Schonfeld Strategic Advisors bought 193 Caterpillar shares in Q1 2026, an estimated $134K.
Caterpillar made up 0.01% of Schonfeld Strategic Advisors's portfolio in Q1 2026, its #897 holding.
Schonfeld Strategic Advisors first reported a position in Caterpillar in Q1 2016 and has held it in 35 quarters since.
Schonfeld Strategic Advisors's Caterpillar position peaked at $122M in Q2 2025.
3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2026, filed 15 May 2026.