Mowery & Schoenfeld Wealth Management, LLC
Position in CAT — Caterpillar Inc
CIK 2019946
LINCOLNSHIRE, IL
Position in CAT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,091,522
+$365,351 QoQ
Shares Held
1,025
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.44%
of 13F equity value
Holder Rank
#2,413
of 4,031 holders
Holding Since
Dec 2023
11 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $1,128,407 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (96.7% of the industry book) .
All Filings in CAT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,091,522 | 1,025 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $726,171 | 1,025 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $595,784 | 1,040 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $489,078 | 1,025 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $454,982 | 1,172 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $452,815 | 1,373 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $423,340 | 1,167 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $391 | 1 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $333 | 1 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $366 | 1 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $295 | 1 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||