Jericho Financial’s Caterpillar CAT Stock Holding History

Jericho Financial’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	$7.87M	Buy	9,709 +60	+0.6%	+$50.9K	3.9%	12
2026 Q2	$10.3M	Buy	9,649 +96	+1%	+$84.3K	5.32%	2
2026 Q1	$6.77M	Sell	9,553 -1,572	-14%	-$1.09M	4.27%	9
2025 Q4	$6.37M	Sell	11,125 -2,186	-16%	-$1.21M	3.84%	10
2025 Q3	$6.35M	Buy	13,311 +24	+0.2%	+$10.2K	3.86%	10
2025 Q2	$5.16M	Buy	13,287 +11	+0.1%	+$3.67K	3.4%	12
2025 Q1	$4.38M	Buy	13,276 +877	+7%	+$312K	3.18%	17
2024 Q4	$4.5M	Buy	+12,399	New	+$4.81M	3.26%	13

Other funds holding CAT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Jericho Financial's CAT Position: Q3 2026 in Review

Jericho Financial increased its Caterpillar (CAT) stake by 0.62% in Q3 2026, buying an estimated $50.9K and bringing the position to 9,709 shares worth $7.87M. The position accounts for 3.9% of the portfolio, ranked #12.

Jericho Financial first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $10.3M in Q2 2026. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Jericho Financial held 9,709 shares of Caterpillar worth $7.87M as of Q3 2026.
Jericho Financial bought 60 Caterpillar shares in Q3 2026, an estimated $50.9K.
Caterpillar made up 3.9% of Jericho Financial's portfolio in Q3 2026, its #12 holding.
Jericho Financial first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
Jericho Financial's Caterpillar position peaked at $10.3M in Q2 2026.
2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Jericho Financial's 13F filing for Q3 2026, filed 13 Oct 2026.