JCM
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Jag Capital Management’s Caterpillar CAT Stock Holding History

Jag Capital 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 		$15.5M Buy
14,583
+2,092
+17% +$1.84M 1.45% 24
2026
Q1 		$8.85M Buy
12,491
+11,466
+1,119% +$7.94M 1% 27
2025
Q4 		$587K Buy
1,025
+94
+10% +$52.2K 0.06% 76
2025
Q3 		$444K Sell
931
-148
-14% -$63.2K 0.05% 87
2025
Q2 		$419K Buy
1,079
+297
+38% +$99K 0.05% 86
2025
Q1 		$258K Sell
782
-52
-6% -$18.5K 0.03% 107
2024
Q4 		$303K Buy
834
+57
+7% +$22.1K 0.04% 91
2024
Q3 		$304K Buy
777
+3
+0.4% +$1.04K 0.04% 98
2024
Q2 		$258K Buy
774
+2
+0.3% +$693 0.04% 108
2024
Q1 		$283K Sell
772
-66
-8% -$21.1K 0.04% 111
2023
Q4 		$248K Sell
838
-8,867
-91% -$2.3M 0.04% 112
2023
Q3 		$2.65M Sell
9,705
-46
-0.5% -$12.5K 0.32% 55
2023
Q2 		$2.4M Buy
9,751
+669
+7% +$149K 0.28% 65
2023
Q1 		$2.08M Buy
9,082
+105
+1% +$25.4K 0.27% 72
2022
Q4 		$2.15M Buy
8,977
+7,640
+571% +$1.66M 0.31% 70
2022
Q3 		$219K Sell
1,337
-50
-4% -$9.13K 0.03% 165
2022
Q2 		$248K Buy
1,387
+387
+39% +$81.6K 0.03% 167
2022
Q1 		$232K Sell
1,000
-558
-36% -$117K 0.02% 194
2021
Q4 		$322K Hold
1,558
– – 0.02% 176
2021
Q3 		$299K Sell
1,558
-448
-22% -$93.3K 0.02% 189
2021
Q2 		$437K Buy
2,006
+1,006
+101% +$232K 0.03% 174
2021
Q1 		$232K Buy
+1,000
New +$207K 0.02% 206
2013
Q3 		– Sell
-24,035
Closed -$1.98M – 77
2013
Q2 		$1.98M Buy
+24,035
New +$2.04M 0.48% 42

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Jag Capital Management's CAT Position: Q2 2026 in Review

Jag Capital Management increased its Caterpillar (CAT) stake by 17% in Q2 2026, buying an estimated $1.84M and bringing the position to 14,583 shares worth $15.5M. The position accounts for 1.45% of the portfolio, ranked #24.

Jag Capital Management first reported a position in CAT in Q2 2013 and has held it in 23 quarters since. 1,785 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Jag Capital Management held 14,583 shares of Caterpillar worth $15.5M as of Q2 2026.
  • Jag Capital Management bought 2,092 Caterpillar shares in Q2 2026, an estimated $1.84M.
  • Caterpillar made up 1.45% of Jag Capital Management's portfolio in Q2 2026, its #24 holding.
  • Jag Capital Management first reported a position in Caterpillar in Q2 2013 and has held it in 23 quarters since.
  • 1,785 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Jag Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.