Jackson Thornton Wealth Management
CAT icon

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
Q3 		$833K Buy
1,027
+176
+21% +$149K 0.06% 87
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 $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jackson Thornton Wealth Management's CAT Position: Q3 2026 in Review

Jackson Thornton Wealth Management increased its Caterpillar (CAT) stake by 21% in Q3 2026, buying an estimated $149K and bringing the position to 1,027 shares worth $833K. The position accounts for 0.06% of the portfolio, ranked #87.

Jackson Thornton Wealth Management first reported a position in CAT in Q3 2025 and has held it in 5 quarters since. The position peaked at $906K in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Jackson Thornton Wealth Management held 1,027 shares of Caterpillar worth $833K as of Q3 2026.
  • Jackson Thornton Wealth Management bought 176 Caterpillar shares in Q3 2026, an estimated $149K.
  • Caterpillar made up 0.06% of Jackson Thornton Wealth Management's portfolio in Q3 2026, its #87 holding.
  • Jackson Thornton Wealth Management first reported a position in Caterpillar in Q3 2025 and has held it in 5 quarters since.
  • Jackson Thornton Wealth Management's Caterpillar position peaked at $906K in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.