Jacksonville Wealth Management’s Caterpillar CAT Stock Holding History

Jacksonville 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	$1.61M	Sell	1,981 -38	-2%	-$32.2K	0.84%	24
2026 Q2	$2.15M	Hold	2,019	–	–	1.22%	21
2026 Q1	$1.43M	Sell	2,019 -19	-0.9%	-$13.2K	0.97%	23
2025 Q4	$1.17M	Buy	2,038 +23	+1%	+$12.8K	0.83%	25
2025 Q3	$962K	Buy	2,015 +1	+0%	+$427	0.71%	26
2025 Q2	$782K	Buy	2,014 +107	+6%	+$35.7K	0.63%	34
2025 Q1	$629K	Buy	1,907 +138	+8%	+$49.2K	0.62%	33
2024 Q4	$642K	Buy	+1,769	New	+$686K	0.6%	35

Other funds holding CAT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Jacksonville Wealth Management's CAT Position: Q3 2026 in Review

Jacksonville Wealth Management reduced its Caterpillar (CAT) stake by 1.9% in Q3 2026, selling an estimated $32.2K and leaving 1,981 shares worth $1.61M. The position accounts for 0.84% of the portfolio, ranked #24.

Jacksonville Wealth Management first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.15M in Q2 2026. 2,554 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Jacksonville Wealth Management held 1,981 shares of Caterpillar worth $1.61M as of Q3 2026.
Jacksonville Wealth Management sold 38 Caterpillar shares in Q3 2026, an estimated $32.2K.
Caterpillar made up 0.84% of Jacksonville Wealth Management's portfolio in Q3 2026, its #24 holding.
Jacksonville Wealth Management first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
Jacksonville Wealth Management's Caterpillar position peaked at $2.15M in Q2 2026.
2,554 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Jacksonville Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.