J2 Capital Management’s Caterpillar CAT Stock Holding History

J2 Capital Management’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	$204K	Sell	192 -1,035	-84%	-$909K	0.14%	118
2026 Q1	$869K	Sell	1,227 -54	-4%	-$37.4K	0.6%	27
2025 Q4	$734K	Sell	1,281 -705	-35%	-$392K	0.54%	32
2025 Q3	$948K	Buy	1,986 +96	+5%	+$41K	0.71%	25
2025 Q2	$734K	Buy	1,890 +667	+55%	+$222K	0.58%	30
2025 Q1	$403K	Sell	1,223 -354	-22%	-$126K	0.37%	55
2024 Q4	$572K	Buy	+1,577	New	+$612K	0.54%	40
2022 Q2	–	Sell	-1,321	Closed	-$294K	–	95
2022 Q1	$294K	Buy	1,321 +29	+2%	+$6.08K	0.32%	72
2021 Q4	$267K	Buy	+1,292	New	+$260K	0.25%	90

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

J2 Capital Management's CAT Position: Q2 2026 in Review

J2 Capital Management reduced its Caterpillar (CAT) stake by 84% in Q2 2026, selling an estimated $909K and leaving 192 shares worth $204K. The position accounts for 0.14% of the portfolio, ranked #118.

J2 Capital Management first reported a position in CAT in Q4 2021 and has held it in 9 quarters since. The position peaked at $948K in Q3 2025. 837 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

J2 Capital Management held 192 shares of Caterpillar worth $204K as of Q2 2026.
J2 Capital Management sold 1,035 Caterpillar shares in Q2 2026, an estimated $909K.
Caterpillar made up 0.14% of J2 Capital Management's portfolio in Q2 2026, its #118 holding.
J2 Capital Management first reported a position in Caterpillar in Q4 2021 and has held it in 9 quarters since.
J2 Capital Management's Caterpillar position peaked at $948K in Q3 2025.
837 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on J2 Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.