Jessup Wealth Management’s Caterpillar CAT Stock Holding History

Jessup 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	$726K	Sell	682 -4	-0.6%	-$3.51K	0.22%	47
2026 Q1	$486K	Sell	686 -8	-1%	-$5.54K	0.18%	52
2025 Q4	$397K	Hold	694	–	–	0.13%	61
2025 Q3	$331K	Hold	694	–	–	0.12%	62
2025 Q2	$269K	Buy	+694	New	+$231K	0.11%	65
2023 Q4	–	Sell	-1,174	Closed	-$321K	–	58
2023 Q3	$321K	Buy	1,174 +5	+0.4%	+$1.36K	0.18%	44
2023 Q2	$288K	Buy	1,169 +5	+0.4%	+$1.11K	0.15%	50
2023 Q1	$266K	Buy	1,164 +5	+0.4%	+$1.21K	0.16%	59
2022 Q4	$278K	Buy	+1,159	New	+$252K	0.18%	51

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

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

Jessup Wealth Management reduced its Caterpillar (CAT) stake by 0.58% in Q2 2026, selling an estimated $3.51K and leaving 682 shares worth $726K. The position accounts for 0.22% of the portfolio, ranked #47.

Jessup Wealth Management first reported a position in CAT in Q4 2022 and has held it in 9 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Jessup Wealth Management held 682 shares of Caterpillar worth $726K as of Q2 2026.
Jessup Wealth Management sold 4 Caterpillar shares in Q2 2026, an estimated $3.51K.
Caterpillar made up 0.22% of Jessup Wealth Management's portfolio in Q2 2026, its #47 holding.
Jessup Wealth Management first reported a position in Caterpillar in Q4 2022 and has held it in 9 quarters since.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Jessup Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.