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J.P. Marvel Investment Advisors’s Caterpillar CAT Stock Holding History

J.P. Marvel Investment Advisors’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 		$8.31M Hold
11,734
– – 1.18% 21
2025
Q4 		$6.72M Sell
11,734
-10
-0.1% -$5.56K 0.93% 25
2025
Q3 		$5.6M Buy
11,744
+86
+0.7% +$36.7K 0.81% 29
2025
Q2 		$4.53M Sell
11,658
-76
-0.6% -$25.3K 0.73% 34
2025
Q1 		$3.87M Sell
11,734
-613
-5% -$218K 0.67% 39
2024
Q4 		$4.48M Hold
12,347
– – 0.74% 36
2024
Q3 		$4.83M Sell
12,347
-17
-0.1% -$5.87K 0.79% 33
2024
Q2 		$4.12M Sell
12,364
-95
-0.8% -$32.9K 0.68% 38
2024
Q1 		$4.57M Buy
12,459
+290
+2% +$92.7K 0.79% 37
2023
Q4 		$3.6M Sell
12,169
-155
-1% -$40.2K 0.71% 37
2023
Q3 		$3.36M Hold
12,324
– – 0.72% 37
2023
Q2 		$3.03M Sell
12,324
-20
-0.2% -$4.46K 0.63% 39
2023
Q1 		$2.82M Sell
12,344
-75
-0.6% -$18.1K 0.64% 40
2022
Q4 		$2.98M Hold
12,419
– – 0.7% 39
2022
Q3 		$2.04M Hold
12,419
– – 0.52% 46
2022
Q2 		$2.22M Hold
12,419
– – 0.53% 43
2022
Q1 		$2.77M Buy
12,419
+186
+2% +$39K 0.56% 41
2021
Q4 		$2.53M Buy
12,233
+340
+3% +$68.5K 0.49% 42
2021
Q3 		$2.28M Sell
11,893
-30
-0.3% -$6.25K 0.69% 34
2021
Q2 		$2.6M Sell
11,923
-48
-0.4% -$11.1K 0.55% 43
2021
Q1 		$2.78M Buy
11,971
+15
+0.1% +$3.1K 0.66% 42
2020
Q4 		$2.18M Hold
11,956
– – 0.56% 44
2020
Q3 		$1.78M Buy
11,956
+320
+3% +$45K 0.51% 44
2020
Q2 		$1.47M Buy
11,636
+140
+1% +$16.6K 0.47% 41
2020
Q1 		$1.33M Buy
11,496
+160
+1% +$20.4K 0.51% 41
2019
Q4 		$1.67M Sell
11,336
-130
-1% -$18.1K 0.48% 46
2019
Q3 		$1.45M Buy
+11,466
New +$1.46M 0.46% 49
2019
Q1 		$1.6M Buy
11,826
+250
+2% +$33.2K 0.52% 46
2018
Q4 		$1.47M Buy
+11,576
New +$1.51M 0.53% 46
2018
Q2 		$1.58M Sell
11,626
-60
-0.5% -$8.96K 0.48% 55
2018
Q1 		$1.72M Hold
11,686
– – 0.53% 52
2017
Q4 		$1.84M Hold
11,686
– – 0.56% 53
2017
Q3 		$1.46M Sell
11,686
-178
-2% -$20.5K 0.46% 54
2017
Q2 		$1.27M Sell
11,864
-30
-0.3% -$3.05K 0.42% 54
2017
Q1 		$1.1M Sell
11,894
-1,256
-10% -$119K 0.36% 54
2016
Q4 		$1.22M Buy
13,150
+900
+7% +$81.6K 0.42% 52
2016
Q3 		$1.09M Buy
12,250
+286
+2% +$23.4K 0.39% 53
2016
Q2 		$907K Sell
11,964
-562
-4% -$42.1K 0.32% 59
2016
Q1 		$959K Sell
12,526
-78
-0.6% -$5.23K 0.35% 55
2015
Q4 		$857K Buy
+12,604
New +$881K 0.3% 56
2015
Q2 		$1.11M Sell
13,094
-70
-0.5% -$6.02K 0.37% 54
2015
Q1 		$1.05M Sell
13,164
-260
-2% -$21.6K 0.36% 56
2014
Q4 		$1.23M Hold
13,424
– – 0.43% 55
2014
Q3 		$1.33M Sell
13,424
-248
-2% -$26.3K 0.48% 55
2014
Q2 		$1.49M Hold
13,672
– – 0.51% 54
2014
Q1 		$1.36M Hold
13,672
– – 0.48% 55
2013
Q4 		$1.24M Sell
13,672
-650
-5% -$55.5K 0.44% 54
2013
Q3 		$1.19M Sell
14,322
-265
-2% -$22.4K 0.46% 56
2013
Q2 		$1.2M Buy
+14,587
New +$1.24M 0.5% 54

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

J.P. Marvel Investment Advisors's CAT Position: Q1 2026 in Review

J.P. Marvel Investment Advisors held its Caterpillar (CAT) position steady in Q1 2026 at 11,734 shares worth $8.31M. The position accounts for 1.18% of the portfolio, ranked #21.

J.P. Marvel Investment Advisors first reported a position in CAT in Q2 2013 and has held it in 49 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • J.P. Marvel Investment Advisors held 11,734 shares of Caterpillar worth $8.31M as of Q1 2026.
  • J.P. Marvel Investment Advisors left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 1.18% of J.P. Marvel Investment Advisors's portfolio in Q1 2026, its #21 holding.
  • J.P. Marvel Investment Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 49 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on J.P. Marvel Investment Advisors's 13F filing for Q1 2026, filed 6 May 2026.