SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

Position in CAT — Caterpillar Inc

CIK 1794153 MINNEAPOLIS, MN

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Position in CAT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$425,960

+$142,576 QoQ

Shares Held

400

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#3,230

of 4,045 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, 2026

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $1,719,187 across 3 Farm & Heavy Construction Machinery names. CAT ranks #2 (24.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCAR	Paccar Inc	9,071	$1,089,608
2	CAT	Caterpillar Inc This page	400	$425,960
3	DE	Deere & Co	321	$203,619

All Filings in CAT

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$425,960	400	0.0%	Shares	Sole	2026-08-07
2026-03-31	$283,384	400	-1.5%	Shares	Sole	2026-05-08
2025-12-31	$232,585	406	—	Shares	Sole	2026-02-09
No filing history on record for this holder in this stock.