Jackson Square Capital
CAT icon

Jackson Square Capital’s Caterpillar CAT Stock Holding History

Jackson Square Capital’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 		$11.4M Sell
14,017
-1,529
-10% -$1.3M 1.7% 16
2026
Q2 		$16.6M Buy
15,546
+485
+3% +$426K 2.3% 13
2026
Q1 		$10.7M Buy
15,061
+5,629
+60% +$3.9M 2.24% 11
2025
Q4 		$5.4M Buy
9,432
+51
+0.5% +$28.3K 1.07% 25
2025
Q3 		$4.48M Sell
9,381
-1,916
-17% -$818K 0.98% 31
2025
Q2 		$4.39M Sell
11,297
-64
-0.6% -$21.3K 0.97% 33
2025
Q1 		$3.75M Sell
11,361
-5,528
-33% -$1.97M 1.22% 23
2024
Q4 		$6.13M Buy
16,889
+308
+2% +$119K 1.48% 17
2024
Q3 		$6.49M Buy
16,581
+4,182
+34% +$1.44M 1.61% 17
2024
Q2 		$4.13M Sell
12,399
-381
-3% -$132K 1.02% 31
2024
Q1 		$4.68M Buy
12,780
+188
+1% +$60.1K 1.21% 25
2023
Q4 		$3.72M Sell
12,592
-7,356
-37% -$1.91M 1.2% 23
2023
Q3 		$5.45M Buy
19,948
+3,128
+19% +$849K 2.19% 14
2023
Q2 		$4.14M Buy
16,820
+14,099
+518% +$3.14M 1.66% 23
2023
Q1 		$623K Sell
2,721
-681
-20% -$165K 0.28% 71
2022
Q4 		$815K Sell
3,402
-97
-3% -$21.1K 0.38% 62
2022
Q3 		$574K Sell
3,499
-1,168
-25% -$213K 0.28% 73
2022
Q2 		$834K Buy
4,667
+50
+1% +$10.5K 0.35% 64
2022
Q1 		$1.03M Sell
4,617
-35
-0.8% -$7.34K 0.32% 74
2021
Q4 		$962K Sell
4,652
-142
-3% -$28.6K 0.28% 83
2021
Q3 		$920K Sell
4,794
-667
-12% -$139K 0.3% 74
2021
Q2 		$1.19M Sell
5,461
-73
-1% -$16.9K 0.38% 71
2021
Q1 		$1.28M Buy
5,534
+1,284
+30% +$266K 0.49% 60
2020
Q4 		$774K Sell
4,250
-27
-0.6% -$4.58K 0.3% 66
2020
Q3 		$638K Buy
4,277
+199
+5% +$28K 0.28% 61
2020
Q2 		$516K Buy
4,078
+3,756
+1,166% +$445K 0.26% 70
2020
Q1 		$37K Sell
322
-5,901
-95% -$754K 0.03% 135
2019
Q4 		$919K Buy
+6,223
New +$868K 0.53% 58

Other funds holding CAT

Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Jackson Square Capital's CAT Position: Q3 2026 in Review

Jackson Square Capital reduced its Caterpillar (CAT) stake by 9.8% in Q3 2026, selling an estimated $1.3M and leaving 14,017 shares worth $11.4M. The position accounts for 1.7% of the portfolio, ranked #16.

Jackson Square Capital first reported a position in CAT in Q4 2019 and has held it in 28 quarters since. The position peaked at $16.6M in Q2 2026. 861 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Jackson Square Capital held 14,017 shares of Caterpillar worth $11.4M as of Q3 2026.
  • Jackson Square Capital sold 1,529 Caterpillar shares in Q3 2026, an estimated $1.3M.
  • Caterpillar made up 1.7% of Jackson Square Capital's portfolio in Q3 2026, its #16 holding.
  • Jackson Square Capital first reported a position in Caterpillar in Q4 2019 and has held it in 28 quarters since.
  • Jackson Square Capital's Caterpillar position peaked at $16.6M in Q2 2026.
  • 861 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

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