Schwallier Wealth Management
CAT icon

Schwallier Wealth Management’s Caterpillar CAT Stock Holding History

Schwallier Wealth 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
Q3 		$365K Hold
450
– – 0.23% 49
2026
Q2 		$479K Hold
450
– – 0.3% 42
2026
Q1 		$319K Buy
450
+1
+0.2% +$693 0.23% 48
2025
Q4 		$295K Sell
449
-1
-0.2% -$556 0.19% 42
2025
Q3 		$215K Buy
+450
New +$192K 0.13% 47

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
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
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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Schwallier Wealth Management's CAT Position: Q3 2026 in Review

Schwallier Wealth Management held its Caterpillar (CAT) position steady in Q3 2026 at 450 shares worth $365K. The position accounts for 0.23% of the portfolio, ranked #49.

Schwallier Wealth Management first reported a position in CAT in Q3 2025 and has held it in 5 quarters since. The position peaked at $479K in Q2 2026. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Schwallier Wealth Management held 450 shares of Caterpillar worth $365K as of Q3 2026.
  • Schwallier Wealth Management left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.23% of Schwallier Wealth Management's portfolio in Q3 2026, its #49 holding.
  • Schwallier Wealth Management first reported a position in Caterpillar in Q3 2025 and has held it in 5 quarters since.
  • Schwallier Wealth Management's Caterpillar position peaked at $479K in Q2 2026.
  • 2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Schwallier Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.