JGP Wealth Management’s Caterpillar CAT Stock Holding History

JGP 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	$787K	Buy	739 +6	+0.8%	+$5.27K	0.07%	122
2026 Q1	$519K	Buy	733 +2	+0.3%	+$1.39K	0.05%	144
2025 Q4	$419K	Buy	731 +125	+21%	+$69.5K	0.04%	161
2025 Q3	$298K	Buy	606 +1	+0.2%	+$427	0.03%	169
2025 Q2	$235K	Buy	+605	New	+$202K	0.03%	185
2024 Q1	–	Sell	-2,419	Closed	-$715K	–	167
2023 Q4	$715K	Buy	2,419 +48	+2%	+$12.5K	0.11%	105
2023 Q3	$647K	Sell	2,371 -757	-24%	-$205K	0.11%	102
2023 Q2	$770K	Sell	3,128 -58	-2%	-$12.9K	0.13%	94
2023 Q1	$729K	Buy	3,186 +1,916	+151%	+$463K	0.13%	92
2022 Q4	$304K	Buy	1,270 +3	+0.2%	+$653	0.06%	127
2022 Q3	$225K	Buy	+1,267	New	+$231K	0.05%	136

Other funds holding CAT

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

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

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

JGP Wealth Management increased its Caterpillar (CAT) stake by 0.82% in Q2 2026, buying an estimated $5.27K and bringing the position to 739 shares worth $787K. The position accounts for 0.07% of the portfolio, ranked #122.

JGP Wealth Management first reported a position in CAT in Q3 2022 and has held it in 11 quarters since. 1,773 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

JGP Wealth Management held 739 shares of Caterpillar worth $787K as of Q2 2026.
JGP Wealth Management bought 6 Caterpillar shares in Q2 2026, an estimated $5.27K.
Caterpillar made up 0.07% of JGP Wealth Management's portfolio in Q2 2026, its #122 holding.
JGP Wealth Management first reported a position in Caterpillar in Q3 2022 and has held it in 11 quarters since.
1,773 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.