Jackson Hole Capital Partners’s Caterpillar CAT Stock Holding History

Jackson Hole Capital Partners’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
2025 Q3	–	Sell	-1,983	Closed	-$770K	–	306
2025 Q2	$770K	Hold	1,983	–	–	0.14%	122
2025 Q1	$654K	Buy	+1,983	New	+$706K	0.13%	123
2020 Q2	–	Sell	-8,290	Closed	-$962K	–	169
2020 Q1	$962K	Buy	8,290 +1,601	+24%	+$205K	0.72%	49
2019 Q4	$988K	Hold	6,689	–	–	0.54%	57
2019 Q3	$845K	Buy	6,689 +905	+16%	+$115K	0.48%	61
2019 Q2	$788K	Buy	5,784 +1,657	+40%	+$219K	0.49%	57
2019 Q1	$559K	Hold	4,127	–	–	0.49%	72
2018 Q4	$524K	Buy	+4,127	New	+$537K	0.55%	66

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jackson Hole Capital Partners's CAT Position: Q3 2025 in Review

Jackson Hole Capital Partners sold out of Caterpillar (CAT) in Q3 2025, closing a stake of 1,983 shares — an estimated $770K sold.

Jackson Hole Capital Partners first reported a position in CAT in Q4 2018 and held it in 8 quarters. The position peaked at $988K in Q4 2019. 3,144 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

Jackson Hole Capital Partners reported no remaining Caterpillar position as of Q3 2025 after selling out during the quarter.
Jackson Hole Capital Partners sold 1,983 Caterpillar shares in Q3 2025, an estimated $770K.
Jackson Hole Capital Partners first reported a position in Caterpillar in Q4 2018 and held it in 8 quarters.
Jackson Hole Capital Partners's Caterpillar position peaked at $988K in Q4 2019.
3,144 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Jackson Hole Capital Partners's 13F filing for Q3 2025, filed 28 Oct 2025.