JC
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JB Capital’s Caterpillar CAT Stock Holding History

JB Capital’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 		$1.12M Buy
1,584
+200
+14% +$139K 0.05% 133
2025
Q4 		$793K Sell
1,384
-4
-0.3% -$2.22K 0.03% 153
2025
Q3 		$662K Buy
1,388
+8
+0.6% +$3.42K 0.03% 157
2025
Q2 		$536K Buy
1,380
+463
+50% +$154K 0.03% 160
2025
Q1 		$303K Sell
917
-5
-0.5% -$1.78K 0.02% 183
2024
Q4 		$335K Sell
922
-85
-8% -$33K 0.02% 175
2024
Q3 		$394K Buy
1,007
+1
+0.1% +$345 0.02% 167
2024
Q2 		$335K Sell
1,006
-138
-12% -$47.9K 0.02% 177
2024
Q1 		$419K Buy
1,144
+2
+0.2% +$639 0.03% 152
2023
Q4 		$338K Buy
1,142
+102
+10% +$26.5K 0.02% 161
2023
Q3 		$284K Buy
1,040
+2
+0.2% +$543 0.02% 149
2023
Q2 		$255K Buy
1,038
+2
+0.2% +$446 0.02% 148
2023
Q1 		$237K Sell
1,036
-7
-0.7% -$1.69K 0.02% 151
2022
Q4 		$250K Buy
+1,043
New +$227K 0.02% 153
2022
Q2 		– Sell
-929
Closed -$207K – 231
2022
Q1 		$207K Buy
+929
New +$195K 0.02% 232

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

JB Capital's CAT Position: Q1 2026 in Review

JB Capital increased its Caterpillar (CAT) stake by 14% in Q1 2026, buying an estimated $139K and bringing the position to 1,584 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #133.

JB Capital first reported a position in CAT in Q1 2022 and has held it in 15 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • JB Capital held 1,584 shares of Caterpillar worth $1.12M as of Q1 2026.
  • JB Capital bought 200 Caterpillar shares in Q1 2026, an estimated $139K.
  • Caterpillar made up 0.05% of JB Capital's portfolio in Q1 2026, its #133 holding.
  • JB Capital first reported a position in Caterpillar in Q1 2022 and has held it in 15 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.