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Jamison Private Wealth Management’s Caterpillar CAT Stock Holding History

Jamison Private 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
Q2 		$34.9M Sell
32,765
-209
-0.6% -$184K 3.52% 4
2026
Q1 		$23.4M Sell
32,974
-796
-2% -$551K 2.84% 4
2025
Q4 		$19.3M Sell
33,770
-175
-0.5% -$97.3K 2.35% 7
2025
Q3 		$16.2M Buy
33,945
+98
+0.3% +$41.8K 2.05% 9
2025
Q2 		$13.1M Buy
33,847
+589
+2% +$196K 1.89% 12
2025
Q1 		$11M Sell
33,258
-15
-0% -$5.34K 1.67% 17
2024
Q4 		$12.1M Buy
33,273
+237
+0.7% +$91.9K 1.78% 13
2024
Q3 		$12.9M Buy
33,036
+918
+3% +$317K 1.97% 10
2024
Q2 		$10.7M Sell
32,118
-958
-3% -$332K 1.78% 13
2024
Q1 		$12.1M Sell
33,076
-7
-0% -$2.24K 2.05% 10
2023
Q4 		$9.78M Sell
33,083
-314
-0.9% -$81.5K 1.83% 9
2023
Q3 		$9.12M Buy
+33,397
New +$9.06M 1.89% 9

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Jamison Private Wealth Management's CAT Position: Q2 2026 in Review

Jamison Private Wealth Management reduced its Caterpillar (CAT) stake by 0.63% in Q2 2026, selling an estimated $184K and leaving 32,765 shares worth $34.9M. The position accounts for 3.52% of the portfolio, ranked #4.

Jamison Private Wealth Management first reported a position in CAT in Q3 2023 and has held it in 12 quarters since. 1,890 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Jamison Private Wealth Management held 32,765 shares of Caterpillar worth $34.9M as of Q2 2026.
  • Jamison Private Wealth Management sold 209 Caterpillar shares in Q2 2026, an estimated $184K.
  • Caterpillar made up 3.52% of Jamison Private Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Jamison Private Wealth Management first reported a position in Caterpillar in Q3 2023 and has held it in 12 quarters since.
  • 1,890 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.