Skip to main content

Schubert & Co

SEC CIK
0001894830
Latest filing
Jul 30, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Schubert & Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overviewAll 13F holders of CATFull Q2 2026 holdings

Shares (Q2 2026)
213
Value
$226.7K
% of portfolio
0.2%
Quarters held
7
Since Q4 2021
Holdings of CAT by Schubert & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026213$226.7K0.2%+213NewHolders
Q2 20230$00.0%−106−100.0%Sold outHolders
Q1 2023106$24.3K<0.1%+3+2.9%AddedHolders
Q4 2022103$24.7K<0.1%+6+6.2%AddedHolders
Q3 202297$16.0K<0.1%+11+12.8%AddedHolders
Q2 202286$15.0K<0.1%+54+168.8%AddedHolders
Q1 202232$7.00K<0.1%+1+3.2%AddedHolders
Q4 202131$6.00K<0.1%–No prior filingHolders