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Steve Schonfeld’s Caterpillar CAT Stock Holding History

Steve Schonfeld’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
2022
Q3 		– Sell
-20,000
Closed -$3.58M – 2969
2022
Q2 		$3.58M Buy
+20,000
New +$4.21M 0.03% 566
2018
Q3 		– Sell
-200,000
Closed -$125K – 817
2018
Q2 		$125K Buy
+200,000
New +$29.9M 0.01% 720

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

Steve Schonfeld's CAT Position: Q2 2026 in Review

Steve Schonfeld reduced its Caterpillar (CAT) stake by 3% in Q2 2026, selling an estimated $61.5K and leaving 2,273 shares worth $2.42M. The position accounts for 0.01% of the portfolio, ranked #970.

Steve Schonfeld first reported a position in CAT in Q1 2016 and has held it in 36 quarters since. The position peaked at $122M in Q2 2025. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Steve Schonfeld held 2,273 shares of Caterpillar worth $2.42M as of Q2 2026.
  • Steve Schonfeld sold 70 Caterpillar shares in Q2 2026, an estimated $61.5K.
  • Caterpillar made up 0.01% of Steve Schonfeld's portfolio in Q2 2026, its #970 holding.
  • Steve Schonfeld first reported a position in Caterpillar in Q1 2016 and has held it in 36 quarters since.
  • Steve Schonfeld's Caterpillar position peaked at $122M in Q2 2025.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.