Position history for CHARLES SCHWAB INVESTMENT MANAGEMENT INC's holdings in CATERPILLAR INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 3.4M shares of CAT (CATERPILLAR INC), worth $2.4B as of 2026-Q1. The position was increased (+0.3% shares). CAT represents 0.4% of CHARLES SCHWAB INVESTMENT MANAGEMENT INC's portfolio.
Current Value
$2.4B
Current Shares
3.4M
Total Value Change
+$1.3B
Total Shares Change
+134,713
Other major holders of CAT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 3.4M |
+0.3% |
| $2.4B |
| 0.4% |
| $722.18 |
38 |
| 2025-Q4 | Increased | 3.3M | +0.2% | $1.9B | 0.3% | $576.04 | 38 |
| 2025-Q3 | Increased | 3.3M | +0.0% | $1.6B | 0.3% | $469.16 | 38 |
| 2025-Q2 | Increased | 3.3M | +1.0% | $1.3B | 0.2% | $381.32 | 38 |
| 2025-Q1 | Increased | 3.3M | +0.5% | $1.1B | 0.2% | $325.22 | 38 |
| 2024-Q4 | Increased | 3.3M | +1.9% | $1.2B | 0.2% | $356.77 | 39 |
| 2024-Q3 | Increased | 3.2M | +0.3% | $1.3B | 0.2% | $382.99 | 38 |
| 2024-Q2 | Decreased | 3.2M | -2.2% | $1.1B | 0.2% | $324.88 | 0 |