Caterpillar shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6B | 3.3M | 477.14 |
| 2025-06-30 | $1.3B | 3.3M | 388.22 |
| 2025-03-31 | $1.1B | 3.3M | 329.81 |
| 2024-12-31 | $1.2B | 3.3M | 362.77 |
| 2024-09-30 | $1.3B | 3.2M | 391.13 |
| 2024-06-30 | $1.1B | 3.2M | 333.09 |
| 2024-03-31 | $1.2B | 3.3M | 359.86 |
| 2023-12-31 | $965M | 3.3M | 295.67 |
| 2023-09-30 | $747M | 2.7M | 273.00 |
| 2023-06-30 | $675M | 2.7M | 246.05 |
| 2023-03-31 | $633M | 2.8M | 228.84 |
| 2022-12-31 | $660M | 2.8M | 239.56 |
| 2022-09-30 | $450M | 2.7M | 164.08 |
| 2022-06-30 | $481M | 2.7M | 178.76 |
| 2022-03-31 | $601M | 2.7M | 222.82 |
| 2021-12-31 | $537M | 2.6M | 206.74 |
| 2021-09-30 | $489M | 2.5M | 191.97 |
| 2021-06-30 | $549M | 2.5M | 217.63 |
| 2021-03-31 | $573M | 2.5M | 231.87 |
| 2020-12-31 | $441M | 2.4M | 182.02 |
| 2020-09-30 | $358M | 2.4M | 149.15 |
| 2020-06-30 | $317M | 2.5M | 126.50 |
| 2020-03-31 | $298M | 2.6M | 116.04 |
| 2019-12-31 | $372M | 2.5M | 147.68 |
| 2019-09-30 | $324M | 2.6M | 126.31 |
| 2019-06-30 | $354M | 2.6M | 136.29 |
| 2019-03-31 | $347M | 2.6M | 135.49 |
| 2018-12-31 | $310M | 2.4M | 127.07 |
| 2018-09-30 | $362M | 2.4M | 152.49 |
| 2018-06-30 | $321M | 2.4M | 135.67 |
| 2018-03-31 | $351M | 2.4M | 147.38 |
| 2017-12-31 | $370M | 2.3M | 157.58 |
| 2017-09-30 | $272M | 2.2M | 124.71 |
| 2017-06-30 | $226M | 2.1M | 107.46 |
| 2017-03-31 | $186M | 2.0M | 92.76 |
| 2016-12-31 | $248M | 2.7M | 92.74 |
| 2016-09-30 | $230M | 2.6M | 88.77 |
| 2016-06-30 | $189M | 2.5M | 75.81 |
| 2016-03-31 | $179M | 2.3M | 76.54 |
| 2015-12-31 | $149M | 2.2M | 67.96 |
| 2015-09-30 | $136M | 2.1M | 65.42 |
| 2015-06-30 | $175M | 2.1M | 84.85 |
| 2015-03-31 | $186M | 2.3M | 80.03 |
| 2014-12-31 | $196M | 2.1M | 91.53 |
| 2014-09-30 | $207M | 2.1M | 99.03 |
| 2014-06-30 | $221M | 2.0M | 108.67 |
| 2014-03-31 | $140M | 1.4M | 99.37 |
| 2013-12-31 | $125M | 1.4M | 90.81 |
| 2013-09-30 | $112M | 1.3M | 83.78 |
| 2013-06-30 | $108M | 1.3M | 82.72 |
| 2013-03-31 | $107M | 1.2M | 85.64 |
| 2012-12-31 | $107M | 1.2M | 89.58 |
| 2012-09-30 | $99M | 1.2M | 85.47 |
| 2012-06-30 | $138M | 1.6M | 83.73 |
| 2012-03-31 | $175M | 1.6M | 107.22 |
| 2011-12-31 | $144M | 1.6M | 90.60 |
| 2011-09-30 | $108M | 1.5M | 70.55 |
| 2011-06-30 | $167M | 1.5M | 108.62 |
| 2011-03-31 | $152M | 1.3M | 113.08 |
| 2010-12-31 | $122M | 1.3M | 93.66 |
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