Schneider Downs Wealth Management Advisors, LP
Position in CAT — Caterpillar Inc
CIK 1665359
Pittsburgh, PA
Position in CAT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,083,003
+$363,917 QoQ
Shares Held
1,017
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#2,420
of 4,031 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Schneider Downs Wealth Management Advisors, LP holds $1,445,284 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (74.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
1,017 | $1,083,003 | |
| 2 | PCAR |
Paccar Inc
|
3,016 | $362,281 |
All Filings in CAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,083,003 | 1,017 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $719,086 | 1,015 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $581,463 | 1,015 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||