JLBC
CAT icon

J.L. Bainbridge & Co’s Caterpillar CAT Stock Holding History

J.L. Bainbridge & 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
2026
Q2 		$423K Hold
397
– – 0.03% 74
2026
Q1 		$281K Sell
397
-22
-5% -$15.2K 0.03% 85
2025
Q4 		$240K Hold
419
– – 0.02% 89
2025
Q3 		$200K Buy
+419
New +$179K 0.02% 102

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

J.L. Bainbridge & Co's CAT Position: Q2 2026 in Review

J.L. Bainbridge & Co held its Caterpillar (CAT) position steady in Q2 2026 at 397 shares worth $423K. The position accounts for 0.03% of the portfolio, ranked #74.

J.L. Bainbridge & Co first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • J.L. Bainbridge & Co held 397 shares of Caterpillar worth $423K as of Q2 2026.
  • J.L. Bainbridge & Co left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.03% of J.L. Bainbridge & Co's portfolio in Q2 2026, its #74 holding.
  • J.L. Bainbridge & Co first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on J.L. Bainbridge & Co's 13F filing for Q2 2026, filed 22 Jul 2026.