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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Jackson Square Capital's CAT Position: Q2 2026 in Review

Jackson Square Capital increased its Caterpillar (CAT) stake by 3.2% in Q2 2026, buying an estimated $426K and bringing the position to 15,546 shares worth $16.6M. The position accounts for 2.3% of the portfolio, ranked #13.

Jackson Square Capital first reported a position in CAT in Q4 2019 and has held it in 27 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Jackson Square Capital held 15,546 shares of Caterpillar worth $16.6M as of Q2 2026.
  • Jackson Square Capital bought 485 Caterpillar shares in Q2 2026, an estimated $426K.
  • Caterpillar made up 2.3% of Jackson Square Capital's portfolio in Q2 2026, its #13 holding.
  • Jackson Square Capital first reported a position in Caterpillar in Q4 2019 and has held it in 27 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Jackson Square Capital's 13F filing for Q2 2026, filed 21 Jul 2026.