J. Team Financial
CAT icon

J. Team Financial’s Caterpillar CAT Stock Holding History

J. Team Financial’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
Q3 		$1.87M Buy
2,308
+458
+25% +$388K 1.63% 19
2026
Q2 		$1.97M Buy
1,850
+598
+48% +$525K 1.91% 17
2026
Q1 		$887K Sell
1,252
-192
-13% -$133K 0.99% 31
2025
Q4 		$827K Buy
1,444
+219
+18% +$122K 0.83% 33
2025
Q3 		$584K Buy
+1,225
New +$523K 0.59% 35

Other funds holding CAT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

J. Team Financial's CAT Position: Q3 2026 in Review

J. Team Financial increased its Caterpillar (CAT) stake by 25% in Q3 2026, buying an estimated $388K and bringing the position to 2,308 shares worth $1.87M. The position accounts for 1.63% of the portfolio, ranked #19.

J. Team Financial first reported a position in CAT in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.97M in Q2 2026. 2,383 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • J. Team Financial held 2,308 shares of Caterpillar worth $1.87M as of Q3 2026.
  • J. Team Financial bought 458 Caterpillar shares in Q3 2026, an estimated $388K.
  • Caterpillar made up 1.63% of J. Team Financial's portfolio in Q3 2026, its #19 holding.
  • J. Team Financial first reported a position in Caterpillar in Q3 2025 and has held it in 5 quarters since.
  • J. Team Financial's Caterpillar position peaked at $1.97M in Q2 2026.
  • 2,383 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on J. Team Financial's 13F filing for Q3 2026, filed 3 Nov 2026.