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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
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

Schonfeld Strategic Advisors's CAT Position: Q2 2026 in Review

Schonfeld Strategic Advisors reduced its Caterpillar (CAT) stake by 3% in Q2 2026, selling an estimated $61.5K and leaving 2,273 shares worth $2.42M. The position accounts for 0.01% of the portfolio, ranked #970.

Schonfeld Strategic Advisors first reported a position in CAT in Q1 2016 and has held it in 36 quarters since. The position peaked at $122M in Q2 2025. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Schonfeld Strategic Advisors held 2,273 shares of Caterpillar worth $2.42M as of Q2 2026.
  • Schonfeld Strategic Advisors sold 70 Caterpillar shares in Q2 2026, an estimated $61.5K.
  • Caterpillar made up 0.01% of Schonfeld Strategic Advisors's portfolio in Q2 2026, its #970 holding.
  • Schonfeld Strategic Advisors first reported a position in Caterpillar in Q1 2016 and has held it in 36 quarters since.
  • Schonfeld Strategic Advisors's Caterpillar position peaked at $122M in Q2 2025.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.