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James J. Burns & Company’s Caterpillar CAT Stock Holding History

James J. Burns & Company’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 		$993K Hold
932
– – 0.11% 74
2026
Q1 		$660K Buy
932
+15
+2% +$10.4K 0.09% 86
2025
Q4 		$525K Hold
917
– – 0.07% 94
2025
Q3 		$437K Sell
917
-18
-2% -$7.68K 0.07% 99
2025
Q2 		$363K Buy
935
+24
+3% +$8K 0.06% 103
2025
Q1 		$300K Hold
911
– – 0.05% 114
2024
Q4 		$331K Buy
911
+1
+0.1% +$388 0.06% 104
2024
Q3 		$356K Buy
910
+220
+32% +$76K 0.06% 96
2024
Q2 		$230K Buy
+690
New +$239K 0.05% 118

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

James J. Burns & Company's CAT Position: Q2 2026 in Review

James J. Burns & Company held its Caterpillar (CAT) position steady in Q2 2026 at 932 shares worth $993K. The position accounts for 0.11% of the portfolio, ranked #74.

James J. Burns & Company first reported a position in CAT in Q2 2024 and has held it in 9 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • James J. Burns & Company held 932 shares of Caterpillar worth $993K as of Q2 2026.
  • James J. Burns & Company left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.11% of James J. Burns & Company's portfolio in Q2 2026, its #74 holding.
  • James J. Burns & Company first reported a position in Caterpillar in Q2 2024 and has held it in 9 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.