SWM
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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schwallier Wealth Management's CAT Position: Q1 2026 in Review

Schwallier Wealth Management increased its Caterpillar (CAT) stake by 0.22% in Q1 2026, buying an estimated $693 and bringing the position to 450 shares worth $319K. The position accounts for 0.23% of the portfolio, ranked #48.

Schwallier Wealth Management first reported a position in CAT in Q3 2025 and has held it in 3 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Schwallier Wealth Management held 450 shares of Caterpillar worth $319K as of Q1 2026.
  • Schwallier Wealth Management bought 1 Caterpillar share in Q1 2026, an estimated $693.
  • Caterpillar made up 0.23% of Schwallier Wealth Management's portfolio in Q1 2026, its #48 holding.
  • Schwallier Wealth Management first reported a position in Caterpillar in Q3 2025 and has held it in 3 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.