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
2019
Q3 		– Sell
-100,000
Closed -$13.6M – 294
2019
Q2 		$13.6M Buy
+100,000
New +$13.2M 0.94% 29
2016
Q4 		– Sell
-51,200
Closed -$4.54M – 305
2016
Q3 		$4.54M Sell
51,200
-285,600
-85% -$23.4M 0.26% 116
2016
Q2 		$25.5M Buy
336,800
+155,300
+86% +$11.6M 1.33% 11
2016
Q1 		$13.9M Buy
+181,500
New +$12.2M 0.86% 25
2014
Q2 		– Sell
-31,000
Closed -$3.08M – 243
2014
Q1 		$3.08M Buy
+31,000
New +$2.92M 0.23% 135

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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. 3,522 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.
  • 3,522 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.