JIP
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Jaffetilchin Investment Partners’s Caterpillar CAT Stock Holding History

Jaffetilchin Investment Partners’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
Q1 		$7.04M Buy
9,934
+2,243
+29% +$1.55M 0.42% 46
2025
Q4 		$4.41M Sell
7,691
-74
-1% -$41.1K 0.26% 65
2025
Q3 		$3.7M Sell
7,765
-65
-0.8% -$27.7K 0.22% 78
2025
Q2 		$3.04M Sell
7,830
-2,886
-27% -$962K 0.2% 85
2025
Q1 		$3.53M Buy
10,716
+584
+6% +$208K 0.26% 66
2024
Q4 		$3.68M Buy
10,132
+701
+7% +$272K 0.27% 62
2024
Q3 		$3.69M Buy
9,431
+598
+7% +$207K 0.28% 58
2024
Q2 		$2.94M Buy
8,833
+227
+3% +$78.7K 0.25% 66
2024
Q1 		$3.15M Buy
8,606
+2,815
+49% +$900K 0.28% 63
2023
Q4 		$1.71M Sell
5,791
-196
-3% -$50.8K 0.17% 91
2023
Q3 		$1.63M Sell
5,987
-43
-0.7% -$11.7K 0.18% 82
2023
Q2 		$1.48M Sell
6,030
-18
-0.3% -$4.01K 0.16% 91
2023
Q1 		$1.38M Sell
6,048
-16
-0.3% -$3.87K 0.16% 106
2022
Q4 		$1.45M Sell
6,064
-58
-0.9% -$12.6K 0.18% 97
2022
Q3 		$1M Sell
6,122
-401
-6% -$73.3K 0.13% 104
2022
Q2 		$1.17M Sell
6,523
-68
-1% -$14.3K 0.14% 106
2022
Q1 		$1.34M Buy
6,591
+303
+5% +$63.5K 0.16% 91
2021
Q4 		$1.3M Buy
6,288
+269
+4% +$54.2K 0.12% 115
2021
Q3 		$1.16M Sell
6,019
-187
-3% -$38.9K 0.12% 115
2021
Q2 		$1.35M Sell
6,206
-2,902
-32% -$670K 0.09% 148
2021
Q1 		$2.11M Buy
9,108
+6,018
+195% +$1.25M 0.25% 74
2020
Q4 		$562K Buy
3,090
+436
+16% +$73.9K 0.08% 156
2020
Q3 		$396K Buy
2,654
+277
+12% +$38.9K 0.07% 159
2020
Q2 		$301K Buy
+2,377
New +$282K 0.07% 167
2019
Q3 		– Sell
-5,140
Closed -$701K – 222
2019
Q2 		$701K Buy
5,140
+544
+12% +$71.9K 0.16% 95
2019
Q1 		$623K Buy
4,596
+85
+2% +$11.3K 0.14% 125
2018
Q4 		$573K Buy
+4,511
New +$587K 0.14% 104
2018
Q2 		– Sell
-1,746
Closed -$257K – 301
2018
Q1 		$257K Buy
+1,746
New +$276K 0.06% 273

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jaffetilchin Investment Partners's CAT Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its Caterpillar (CAT) stake by 29% in Q1 2026, buying an estimated $1.55M and bringing the position to 9,934 shares worth $7.04M. The position accounts for 0.42% of the portfolio, ranked #46.

Jaffetilchin Investment Partners first reported a position in CAT in Q1 2018 and has held it in 28 quarters since. 3,735 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Jaffetilchin Investment Partners held 9,934 shares of Caterpillar worth $7.04M as of Q1 2026.
  • Jaffetilchin Investment Partners bought 2,243 Caterpillar shares in Q1 2026, an estimated $1.55M.
  • Caterpillar made up 0.42% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #46 holding.
  • Jaffetilchin Investment Partners first reported a position in Caterpillar in Q1 2018 and has held it in 28 quarters since.
  • 3,735 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.