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Schwarz Dygos Wheeler Investment Advisors’s Caterpillar CAT Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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 		$426K Hold
400
– – 0.08% 115
2026
Q1 		$283K Sell
400
-6
-1% -$4.16K 0.06% 137
2025
Q4 		$233K Buy
+406
New +$226K 0.05% 157

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's CAT Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 400 shares worth $426K. The position accounts for 0.08% of the portfolio, ranked #115.

Schwarz Dygos Wheeler Investment Advisors first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 2,710 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 400 shares of Caterpillar worth $426K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.08% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #115 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 2,710 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.