JBR Co Financial Management’s Caterpillar CAT Stock Holding History

JBR Co Financial 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	$6.61M	Sell	6,205 -47	-0.8%	-$41.3K	2.41%	7
2026 Q1	$3.58M	Hold	6,252	–	–	1.5%	16
2025 Q4	$3.58M	Sell	6,252 -87	-1%	-$48.4K	1.5%	16
2025 Q3	$3.02M	Sell	6,339 -158	-2%	-$67.5K	1.28%	21
2025 Q2	$2.52M	Sell	6,497 -1,115	-15%	-$372K	1.25%	20
2025 Q1	$2.51M	Hold	7,612	–	–	1.47%	17
2024 Q4	$2.76M	Sell	7,612 -10	-0.1%	-$3.88K	1.68%	15
2024 Q3	$2.98M	Hold	7,622	–	–	1.95%	13
2024 Q2	$2.54M	Hold	7,622	–	–	1.78%	15
2024 Q1	$2.79M	Hold	7,622	–	–	2.23%	11
2023 Q4	$2.25M	Buy	+7,622	New	+$1.98M	2.12%	15

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

JBR Co Financial Management's CAT Position: Q2 2026 in Review

JBR Co Financial Management reduced its Caterpillar (CAT) stake by 0.75% in Q2 2026, selling an estimated $41.3K and leaving 6,205 shares worth $6.61M. The position accounts for 2.41% of the portfolio, ranked #7.

JBR Co Financial Management first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 1,791 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

JBR Co Financial Management held 6,205 shares of Caterpillar worth $6.61M as of Q2 2026.
JBR Co Financial Management sold 47 Caterpillar shares in Q2 2026, an estimated $41.3K.
Caterpillar made up 2.41% of JBR Co Financial Management's portfolio in Q2 2026, its #7 holding.
JBR Co Financial Management first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
1,791 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.