JWM
CAT icon

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
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
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

Jessup Wealth Management's CAT Position: Q1 2026 in Review

Jessup Wealth Management reduced its Caterpillar (CAT) stake by 1.2% in Q1 2026, selling an estimated $5.54K and leaving 686 shares worth $486K. The position accounts for 0.18% of the portfolio, ranked #52.

Jessup Wealth Management first reported a position in CAT in Q4 2022 and has held it in 8 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Jessup Wealth Management held 686 shares of Caterpillar worth $486K as of Q1 2026.
  • Jessup Wealth Management sold 8 Caterpillar shares in Q1 2026, an estimated $5.54K.
  • Caterpillar made up 0.18% of Jessup Wealth Management's portfolio in Q1 2026, its #52 holding.
  • Jessup Wealth Management first reported a position in Caterpillar in Q4 2022 and has held it in 8 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.