Gilliland Jeter Wealth Management’s Caterpillar CAT Stock Holding History

Gilliland Jeter Wealth Management’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 Q2	$12.9M	Buy	12,151 +3	+0%	+$2.63K	3.39%	4
2026 Q1	$8.61M	Sell	12,148 -48	-0.4%	-$33.2K	2.55%	7
2025 Q4	$6.99M	Sell	12,196 -4	-0%	-$2.22K	2.11%	11
2025 Q3	$5.82M	Sell	12,200 -619	-5%	-$264K	1.8%	11
2025 Q2	$4.98M	Buy	12,819 +40	+0.3%	+$13.3K	1.62%	11
2025 Q1	$4.21M	Sell	12,779 -375	-3%	-$134K	1.49%	12
2024 Q4	$4.77M	Sell	13,154 -6	-0%	-$2.33K	1.61%	11
2024 Q3	$5.15M	Sell	13,160 -203	-2%	-$70.1K	1.66%	11
2024 Q2	$4.45M	Buy	13,363 +18	+0.1%	+$6.24K	1.5%	12
2024 Q1	$4.89M	Sell	13,345 -129	-1%	-$41.2K	1.7%	12
2023 Q4	$3.98M	Buy	+13,474	New	+$3.5M	1.65%	11

Other funds holding CAT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Gilliland Jeter Wealth Management's CAT Position: Q2 2026 in Review

Gilliland Jeter Wealth Management increased its Caterpillar (CAT) stake by 0.02% in Q2 2026, buying an estimated $2.63K and bringing the position to 12,151 shares worth $12.9M. The position accounts for 3.39% of the portfolio, ranked #4.

Gilliland Jeter Wealth Management first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 2,537 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Gilliland Jeter Wealth Management held 12,151 shares of Caterpillar worth $12.9M as of Q2 2026.
Gilliland Jeter Wealth Management bought 3 Caterpillar shares in Q2 2026, an estimated $2.63K.
Caterpillar made up 3.39% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #4 holding.
Gilliland Jeter Wealth Management first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
2,537 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.