JTWM
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Jackson Thornton Wealth Management’s Caterpillar CAT Stock Holding History

Jackson Thornton Wealth 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
Q2 		$906K Buy
851
+101
+13% +$88.7K 0.07% 80
2026
Q1 		$593K Sell
750
-6
-0.8% -$4.16K 0.05% 88
2025
Q4 		$471K Buy
756
+163
+27% +$90.6K 0.04% 120
2025
Q3 		$298K Buy
+593
New +$253K 0.03% 185

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 Thornton Wealth Management's CAT Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its Caterpillar (CAT) stake by 13% in Q2 2026, buying an estimated $88.7K and bringing the position to 851 shares worth $906K. The position accounts for 0.07% of the portfolio, ranked #80.

Jackson Thornton Wealth Management first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Jackson Thornton Wealth Management held 851 shares of Caterpillar worth $906K as of Q2 2026.
  • Jackson Thornton Wealth Management bought 101 Caterpillar shares in Q2 2026, an estimated $88.7K.
  • Caterpillar made up 0.07% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Jackson Thornton Wealth Management first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.