BOJHT
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Bank of Jackson Hole Trust’s Caterpillar CAT Stock Holding History

Bank of Jackson Hole Trust’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.66M Buy
2,343
+83
+4% +$57.5K 0.8% 28
2025
Q4 		$1.29M Buy
2,260
+42
+2% +$23.3K 0.61% 36
2025
Q3 		$1.06M Buy
2,218
+195
+10% +$83.2K 0.53% 43
2025
Q2 		$785K Buy
2,023
+345
+21% +$115K 0.45% 60
2025
Q1 		$577K Hold
1,678
– – 0.37% 69
2024
Q4 		$609K Buy
+1,678
New +$651K 0.41% 64

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of Jackson Hole Trust's CAT Position: Q1 2026 in Review

Bank of Jackson Hole Trust increased its Caterpillar (CAT) stake by 3.7% in Q1 2026, buying an estimated $57.5K and bringing the position to 2,343 shares worth $1.66M. The position accounts for 0.8% of the portfolio, ranked #28.

Bank of Jackson Hole Trust first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Bank of Jackson Hole Trust held 2,343 shares of Caterpillar worth $1.66M as of Q1 2026.
  • Bank of Jackson Hole Trust bought 83 Caterpillar shares in Q1 2026, an estimated $57.5K.
  • Caterpillar made up 0.8% of Bank of Jackson Hole Trust's portfolio in Q1 2026, its #28 holding.
  • Bank of Jackson Hole Trust first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q1 2026, filed 12 May 2026.