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 Q3	–	Sell	-192	Closed	-$204K	–	122
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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

J2 Capital Management's CAT Position: Q3 2026 in Review

J2 Capital Management sold out of Caterpillar (CAT) in Q3 2026, closing a stake of 192 shares — an estimated $204K sold.

J2 Capital Management first reported a position in CAT in Q4 2021 and held it in 9 quarters. The position peaked at $948K in Q3 2025. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

J2 Capital Management reported no remaining Caterpillar position as of Q3 2026 after selling out during the quarter.
J2 Capital Management sold 192 Caterpillar shares in Q3 2026, an estimated $204K.
J2 Capital Management first reported a position in Caterpillar in Q4 2021 and held it in 9 quarters.
J2 Capital Management's Caterpillar position peaked at $948K in Q3 2025.
1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on J2 Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.