JB Capital
CAT icon

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
Q3 		$1.3M Buy
1,604
+18
+1% +$15.3K 0.04% 128
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% -$47.8K 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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

JB Capital's CAT Position: Q3 2026 in Review

JB Capital increased its Caterpillar (CAT) stake by 1.1% in Q3 2026, buying an estimated $15.3K and bringing the position to 1,604 shares worth $1.3M. The position accounts for 0.04% of the portfolio, ranked #128.

JB Capital first reported a position in CAT in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.69M in Q2 2026. 1,174 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • JB Capital held 1,604 shares of Caterpillar worth $1.3M as of Q3 2026.
  • JB Capital bought 18 Caterpillar shares in Q3 2026, an estimated $15.3K.
  • Caterpillar made up 0.04% of JB Capital's portfolio in Q3 2026, its #128 holding.
  • JB Capital first reported a position in Caterpillar in Q1 2022 and has held it in 17 quarters since.
  • JB Capital's Caterpillar position peaked at $1.69M in Q2 2026.
  • 1,174 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.