Charles Schwab · CAT Holdings Trend
Caterpillar Inc. · SEC 13F
Charles Schwab Holdings of CAT by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 3.3M | $1.2B | — |
| 2024Q2 | 3.2M | $1.1B | -9.5% |
| 2024Q3 | 3.2M | $1.3B | +17.7% |
| 2024Q4 | 3.3M | $1.2B | -5.5% |
| 2025Q1 | 3.3M | $1.1B | -8.7% |
| 2025Q2 | 3.3M | $1.3B | +18.9% |
| 2025Q3 | 6.6M | $2.7B | +106.9% |
| 2025Q4 | 3.4M | $1.9B | -28.5% |
| 2026Q1 | 3.4M | $2.4B | +23.7% |
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Data source: SEC EDGAR Form 13F