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Jeppson Wealth Management’s Caterpillar CAT Stock Holding History

Jeppson Wealth 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 		$1.45M Sell
1,361
-140
-9% -$123K 0.43% 60
2026
Q1 		$1.06M Sell
1,501
-50
-3% -$34.6K 0.33% 70
2025
Q4 		$889K Sell
1,551
-66
-4% -$36.7K 0.28% 82
2025
Q3 		$772K Hold
1,617
– – 0.25% 92
2025
Q2 		$628K Sell
1,617
-1
-0.1% -$333 0.22% 102
2025
Q1 		$534K Sell
1,618
-43
-3% -$15.3K 0.2% 113
2024
Q4 		$603K Buy
1,661
+1
+0.1% +$388 0.22% 103
2024
Q3 		$649K Hold
1,660
– – 0.23% 98
2024
Q2 		$553K Sell
1,660
-5
-0.3% -$1.73K 0.21% 106
2024
Q1 		$610K Sell
1,665
-25
-1% -$7.99K 0.24% 102
2023
Q4 		$500K Hold
1,690
– – 0.21% 108
2023
Q3 		$461K Sell
1,690
-15
-0.9% -$4.07K 0.21% 113
2023
Q2 		$420K Sell
1,705
-105
-6% -$23.4K 0.18% 120
2023
Q1 		$414K Hold
1,810
– – 0.18% 118
2022
Q4 		$434K Hold
1,810
– – 0.18% 120
2022
Q3 		$297K Sell
1,810
-91
-5% -$16.6K 0.13% 138
2022
Q2 		$340K Buy
+1,901
New +$401K 0.15% 130
2020
Q4 		– Sell
-622
Closed -$93K – 178
2020
Q3 		$93K Buy
+622
New +$87.4K 0.07% 173

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Jeppson Wealth Management's CAT Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Caterpillar (CAT) stake by 9.3% in Q2 2026, selling an estimated $123K and leaving 1,361 shares worth $1.45M. The position accounts for 0.43% of the portfolio, ranked #60.

Jeppson Wealth Management first reported a position in CAT in Q3 2020 and has held it in 18 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Jeppson Wealth Management held 1,361 shares of Caterpillar worth $1.45M as of Q2 2026.
  • Jeppson Wealth Management sold 140 Caterpillar shares in Q2 2026, an estimated $123K.
  • Caterpillar made up 0.43% of Jeppson Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Jeppson Wealth Management first reported a position in Caterpillar in Q3 2020 and has held it in 18 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.