JGC
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J. Goldman & Co’s Caterpillar CAT Stock Holding History

J. Goldman & Co’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
2025
Q4 		– Sell
-85,665
Closed -$40.9M – 589
2025
Q3 		$40.9M Buy
+85,665
New +$36.6M 1.03% 16
2023
Q1 		– Sell
-877
Closed -$210K – 367
2022
Q4 		$210K Buy
+877
New +$191K 0.01% 310
2021
Q1 		– Sell
-1,183
Closed -$215K – 444
2020
Q4 		$215K Buy
+1,183
New +$201K 0.01% 328
2018
Q2 		– Sell
-13,799
Closed -$2.03M – 361
2018
Q1 		$2.03M Buy
13,799
+13,790
+153,222% +$2.18M 0.09% 214
2017
Q4 		$1K Buy
+9
New +$1.25K ﹤0.01% 316
2015
Q3 		– Sell
-849
Closed -$72K – 225
2015
Q2 		$72K Buy
+849
New +$73K ﹤0.01% 225

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

J. Goldman & Co's CAT Position: Q4 2025 in Review

J. Goldman & Co sold out of Caterpillar (CAT) in Q4 2025, closing a stake of 85,665 shares — an estimated $40.9M sold.

J. Goldman & Co first reported a position in CAT in Q2 2015 and held it in 6 quarters. The position peaked at $40.9M in Q3 2025. 3,529 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • J. Goldman & Co reported no remaining Caterpillar position as of Q4 2025 after selling out during the quarter.
  • J. Goldman & Co sold 85,665 Caterpillar shares in Q4 2025, an estimated $40.9M.
  • J. Goldman & Co first reported a position in Caterpillar in Q2 2015 and held it in 6 quarters.
  • J. Goldman & Co's Caterpillar position peaked at $40.9M in Q3 2025.
  • 3,529 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on J. Goldman & Co's 13F filing for Q4 2025, filed 17 Feb 2026.