Schoolcraft Capital
CAT icon

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
Q3 		$384K Hold
473
– – 0.07% 55
2026
Q2 		$504K Hold
473
– – 0.09% 48
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Schoolcraft Capital's CAT Position: Q3 2026 in Review

Schoolcraft Capital held its Caterpillar (CAT) position steady in Q3 2026 at 473 shares worth $384K. The position accounts for 0.07% of the portfolio, ranked #55.

Schoolcraft Capital first reported a position in CAT in Q3 2025 and has held it in 5 quarters since. The position peaked at $504K in Q2 2026. 2,582 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Schoolcraft Capital held 473 shares of Caterpillar worth $384K as of Q3 2026.
  • Schoolcraft Capital left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.07% of Schoolcraft Capital's portfolio in Q3 2026, its #55 holding.
  • Schoolcraft Capital first reported a position in Caterpillar in Q3 2025 and has held it in 5 quarters since.
  • Schoolcraft Capital's Caterpillar position peaked at $504K in Q2 2026.
  • 2,582 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Schoolcraft Capital's 13F filing for Q3 2026, filed 14 Oct 2026.