JFG
CAT icon

JDM Financial Group’s Caterpillar CAT Stock Holding History

JDM Financial Group’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 		$12K Hold
17
– – ﹤0.01% 177
2025
Q4 		$9.74K Sell
17
-14
-45% -$7.78K ﹤0.01% 187
2025
Q3 		$14.8K Hold
31
– – 0.01% 162
2025
Q2 		$12K Buy
31
+17
+121% +$5.67K 0.01% 165
2025
Q1 		$4.62K Hold
14
– – ﹤0.01% 216
2024
Q4 		$5.08K Sell
14
-6
-30% -$2.33K ﹤0.01% 218
2024
Q3 		$7.82K Buy
20
+6
+43% +$2.07K ﹤0.01% 191
2024
Q2 		$4.66K Hold
14
– – ﹤0.01% 193
2024
Q1 		$5.13K Hold
14
– – ﹤0.01% 183
2023
Q4 		$4.14K Hold
14
– – ﹤0.01% 186
2023
Q3 		$3.82K Hold
14
– – ﹤0.01% 181
2023
Q2 		$3.44K Buy
+14
New +$3.12K ﹤0.01% 191

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

JDM Financial Group's CAT Position: Q1 2026 in Review

JDM Financial Group held its Caterpillar (CAT) position steady in Q1 2026 at 17 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #177.

JDM Financial Group first reported a position in CAT in Q2 2023 and has held it in 12 quarters since. The position peaked at $14.8K in Q3 2025. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • JDM Financial Group held 17 shares of Caterpillar worth $12K as of Q1 2026.
  • JDM Financial Group left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up ﹤0.01% of JDM Financial Group's portfolio in Q1 2026, its #177 holding.
  • JDM Financial Group first reported a position in Caterpillar in Q2 2023 and has held it in 12 quarters since.
  • JDM Financial Group's Caterpillar position peaked at $14.8K in Q3 2025.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.