Schoolcraft Capital’s Caterpillar CAT Stock Holding History

Schoolcraft Capital’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	$335K	Hold	473	–	–	0.06%	59
2025 Q4	$271K	Hold	473	–	–	0.05%	61
2025 Q3	$226K	Buy	+473	New	+$202K	0.05%	63

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

Schoolcraft Capital's CAT Position: Q1 2026 in Review

Schoolcraft Capital held its Caterpillar (CAT) position steady in Q1 2026 at 473 shares worth $335K. The position accounts for 0.06% of the portfolio, ranked #59.

Schoolcraft Capital first reported a position in CAT in Q3 2025 and has held it in 3 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Schoolcraft Capital held 473 shares of Caterpillar worth $335K as of Q1 2026.
Schoolcraft Capital left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.06% of Schoolcraft Capital's portfolio in Q1 2026, its #59 holding.
Schoolcraft Capital first reported a position in Caterpillar in Q3 2025 and has held it in 3 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Schoolcraft Capital's 13F filing for Q1 2026, filed 13 May 2026.