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Jackson Grant Investment Advisers’s Caterpillar CAT Stock Holding History

Jackson Grant Investment Advisers’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 		$532K Hold
500
– – 0.17% 72
2026
Q1 		$354K Hold
500
– – 0.12% 87
2025
Q4 		$286K Hold
500
– – 0.09% 97
2025
Q3 		$239K Buy
+500
New +$213K 0.08% 102
2019
Q1 		– Sell
-26
Closed -$3K – 236
2018
Q4 		$3K Buy
+26
New +$3.38K ﹤0.01% 222

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jackson Grant Investment Advisers's CAT Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Caterpillar (CAT) position steady in Q2 2026 at 500 shares worth $532K. The position accounts for 0.17% of the portfolio, ranked #72.

Jackson Grant Investment Advisers first reported a position in CAT in Q4 2018 and has held it in 5 quarters since. 1,987 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Jackson Grant Investment Advisers held 500 shares of Caterpillar worth $532K as of Q2 2026.
  • Jackson Grant Investment Advisers left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.17% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #72 holding.
  • Jackson Grant Investment Advisers first reported a position in Caterpillar in Q4 2018 and has held it in 5 quarters since.
  • 1,987 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.