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
Q2 		$1.69M Buy
1,586
+2
+0.1% +$1.76K 0.06% 118
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 $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

JB Capital's CAT Position: Q2 2026 in Review

JB Capital increased its Caterpillar (CAT) stake by 0.13% in Q2 2026, buying an estimated $1.76K and bringing the position to 1,586 shares worth $1.69M. The position accounts for 0.06% of the portfolio, ranked #118.

JB Capital first reported a position in CAT in Q1 2022 and has held it in 16 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • JB Capital held 1,586 shares of Caterpillar worth $1.69M as of Q2 2026.
  • JB Capital bought 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
  • Caterpillar made up 0.06% of JB Capital's portfolio in Q2 2026, its #118 holding.
  • JB Capital first reported a position in Caterpillar in Q1 2022 and has held it in 16 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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