Jain Global’s Caterpillar CAT Stock Holding History

Jain Global’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	$82.9M	Sell	117,000 -10,500	-8%	-$7.27M	0.34%	47
2025 Q4	$73M	Buy	+127,500	New	+$70.9M	0.35%	42

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jain Global's CAT Position: Q3 2025 in Review

Jain Global sold out of Caterpillar (CAT) in Q3 2025, closing a stake of 96,502 shares — an estimated $37.5M sold.

Jain Global first reported a position in CAT in Q1 2025 and held it in 2 quarters. The position peaked at $37.5M in Q2 2025. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

Jain Global reported no remaining Caterpillar position as of Q3 2025 after selling out during the quarter.
Jain Global sold 96,502 Caterpillar shares in Q3 2025, an estimated $37.5M.
Jain Global first reported a position in Caterpillar in Q1 2025 and held it in 2 quarters.
Jain Global's Caterpillar position peaked at $37.5M in Q2 2025.
3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Jain Global's 13F filing for Q3 2025, filed 14 Nov 2025.