JTF
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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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

J. Team Financial's CAT Position: Q2 2026 in Review

J. Team Financial increased its Caterpillar (CAT) stake by 48% in Q2 2026, buying an estimated $525K and bringing the position to 1,850 shares worth $1.97M. The position accounts for 1.91% of the portfolio, ranked #17.

J. Team Financial first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 2,543 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • J. Team Financial held 1,850 shares of Caterpillar worth $1.97M as of Q2 2026.
  • J. Team Financial bought 598 Caterpillar shares in Q2 2026, an estimated $525K.
  • Caterpillar made up 1.91% of J. Team Financial's portfolio in Q2 2026, its #17 holding.
  • J. Team Financial first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 2,543 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on J. Team Financial's 13F filing for Q2 2026, filed 27 Jul 2026.