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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
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

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

Schwallier Wealth Management's CAT Position: Q2 2026 in Review

Schwallier Wealth Management held its Caterpillar (CAT) position steady in Q2 2026 at 450 shares worth $479K. The position accounts for 0.3% of the portfolio, ranked #42.

Schwallier Wealth Management first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Schwallier Wealth Management held 450 shares of Caterpillar worth $479K as of Q2 2026.
  • Schwallier Wealth Management left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.3% of Schwallier Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Schwallier Wealth Management first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.