JFG
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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
Q2 		$18.1K Hold
17
– – 0.01% 168
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 $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

JDM Financial Group's CAT Position: Q2 2026 in Review

JDM Financial Group held its Caterpillar (CAT) position steady in Q2 2026 at 17 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #168.

JDM Financial Group first reported a position in CAT in Q2 2023 and has held it in 13 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • JDM Financial Group held 17 shares of Caterpillar worth $18.1K as of Q2 2026.
  • JDM Financial Group left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.01% of JDM Financial Group's portfolio in Q2 2026, its #168 holding.
  • JDM Financial Group first reported a position in Caterpillar in Q2 2023 and has held it in 13 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.