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
2026 Q1	–	Sell	-50,000	Closed	-$28.6M	–	2266
2025 Q4	$28.6M	Buy	50,000 +20,000	+67%	+$11.1M	0.13%	139
2025 Q3	$14.3M	Buy	+30,000	New	+$12.8M	0.08%	262
2024 Q4	–	Sell	-50,000	Closed	-$19.6M	–	2040
2024 Q3	$19.6M	Buy	+50,000	New	+$17.3M	0.13%	144
2023 Q3	–	Sell	-150,000	Closed	-$119K	–	1824
2023 Q2	$119K	Buy	+150,000	New	+$33.4M	﹤0.01%	1693
2021 Q3	–	Sell	-25,000	Closed	-$5.44M	–	2180
2021 Q2	$5.44M	Buy	+25,000	New	+$5.77M	0.06%	438

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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.