JFS Wealth Advisors’s Caterpillar CAT Stock Holding History

JFS Wealth Advisors’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	$6.19M	Sell	5,812 -143	-2%	-$126K	0.31%	59
2026 Q1	$4.22M	Sell	5,955 -167	-3%	-$116K	0.24%	71
2025 Q4	$3.51M	Sell	6,122 -11	-0.2%	-$6.11K	0.2%	76
2025 Q3	$2.93M	Buy	6,133 +176	+3%	+$75.1K	0.17%	81
2025 Q2	$2.31M	Buy	5,957 +126	+2%	+$42K	0.15%	90
2025 Q1	$1.92M	Buy	5,831 +2,585	+80%	+$921K	0.13%	98
2024 Q4	$1.18M	Buy	3,246 +5	+0.2%	+$1.94K	0.08%	128
2024 Q3	$1.27M	Buy	3,241 +10	+0.3%	+$3.45K	0.08%	128
2024 Q2	$1.08M	Sell	3,231 -161	-5%	-$55.8K	0.08%	108
2024 Q1	$1.24M	Sell	3,392 -16	-0.5%	-$5.11K	0.1%	100
2023 Q4	$1.01M	Buy	3,408 +57	+2%	+$14.8K	0.09%	105
2023 Q3	$915K	Buy	3,351 +3	+0.1%	+$814	0.09%	114
2023 Q2	$824K	Sell	3,348 -109	-3%	-$24.3K	0.07%	121
2023 Q1	$791K	Buy	3,457 +15	+0.4%	+$3.63K	0.07%	122
2022 Q4	$825K	Sell	3,442 -1,063	-24%	-$231K	0.08%	118
2022 Q3	$739K	Buy	4,505 +28	+0.6%	+$5.12K	0.08%	123
2022 Q2	$800K	Buy	4,477 +103	+2%	+$21.7K	0.08%	116
2022 Q1	$975K	Buy	4,374 +121	+3%	+$25.4K	0.09%	118
2021 Q4	$879K	Buy	4,253 +43	+1%	+$8.66K	0.08%	128
2021 Q3	$808K	Buy	4,210 +1,305	+45%	+$272K	0.08%	121
2021 Q2	$632K	Sell	2,905 -7	-0.2%	-$1.62K	0.09%	100
2021 Q1	$675K	Sell	2,912 -5	-0.2%	-$1.03K	0.14%	86
2020 Q4	$531K	Buy	2,917 +18	+0.6%	+$3.05K	0.11%	91
2020 Q3	$432K	Buy	2,899 +413	+17%	+$58K	0.1%	93
2020 Q2	$314K	Hold	2,486	–	–	0.08%	110
2020 Q1	$288K	Sell	2,486 -15	-0.6%	-$1.92K	0.09%	101
2019 Q4	$369K	Sell	2,501 -140	-5%	-$19.5K	0.09%	106
2019 Q3	$334K	Buy	2,641 +15	+0.6%	+$1.91K	0.09%	110
2019 Q2	$358K	Sell	2,626 -600	-19%	-$79.3K	0.09%	109
2019 Q1	$437K	Sell	3,226 -25	-0.8%	-$3.32K	0.11%	96
2018 Q4	$413K	Buy	3,251 +25	+0.8%	+$3.25K	0.11%	97
2018 Q3	$492K	Hold	3,226	–	–	0.13%	91
2018 Q2	$438K	Hold	3,226	–	–	0.12%	95
2018 Q1	$475K	Sell	3,226 -1,200	-27%	-$189K	0.13%	89
2017 Q4	$697K	Sell	4,426 -200	-4%	-$27.7K	0.17%	79
2017 Q3	$577K	Hold	4,626	–	–	0.15%	78
2017 Q2	$497K	Sell	4,626 -136	-3%	-$13.8K	0.14%	75
2017 Q1	$442K	Hold	4,762	–	–	0.12%	88
2016 Q4	$442K	Sell	4,762 -1,415	-23%	-$128K	0.12%	88
2016 Q3	$548K	Buy	6,177 +576	+10%	+$47.1K	0.16%	82
2016 Q2	$425K	Hold	5,601	–	–	0.12%	100
2016 Q1	$429K	Sell	5,601 -86	-2%	-$5.77K	0.13%	88
2015 Q4	$386K	Buy	5,687 +137	+2%	+$9.58K	0.11%	96
2015 Q3	$363K	Buy	5,550 +4,324	+353%	+$331K	0.16%	74
2015 Q2	$104K	Sell	1,226 -21	-2%	-$1.81K	0.05%	125
2015 Q1	$100K	Sell	1,247 -70	-5%	-$5.82K	0.05%	130
2014 Q4	$121K	Buy	1,317 +70	+6%	+$6.81K	0.02%	114
2014 Q3	$123K	Sell	1,247 -35	-3%	-$3.71K	0.02%	107
2014 Q2	$139K	Sell	1,282 -3,380	-73%	-$355K	0.03%	108
2014 Q1	$463K	Sell	4,662 -2,024	-30%	-$191K	0.26%	56
2013 Q4	$607K	Buy	6,686 +797	+14%	+$68K	0.26%	60
2013 Q3	$491K	Buy	5,889 +2,006	+52%	+$170K	0.23%	62
2013 Q2	$320K	Buy	+3,883	New	+$330K	0.16%	86

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JFS Wealth Advisors's CAT Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Caterpillar (CAT) stake by 2.4% in Q2 2026, selling an estimated $126K and leaving 5,812 shares worth $6.19M. The position accounts for 0.31% of the portfolio, ranked #59.

JFS Wealth Advisors first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

JFS Wealth Advisors held 5,812 shares of Caterpillar worth $6.19M as of Q2 2026.
JFS Wealth Advisors sold 143 Caterpillar shares in Q2 2026, an estimated $126K.
Caterpillar made up 0.31% of JFS Wealth Advisors's portfolio in Q2 2026, its #59 holding.
JFS Wealth Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.