Skip to main content

Schaeffer Financial LLC

SEC CIK
0001898838
Latest filing
Aug 3, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Schaeffer Financial LLC, 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)
458
Value
$487.6K
% of portfolio
0.4%
Quarters held
4
Since Q3 2025
Holdings of CAT by Schaeffer Financial LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026458$487.6K0.4%+1+0.2%AddedHolders
Q1 2026457$324.0K0.3%00.0%UnchangedHolders
Q4 2025457$261.7K0.2%+1+0.2%AddedHolders
Q3 2025456$217.4K0.2%+456NewHolders