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JLB & Associates’s Caterpillar CAT Stock Holding History

JLB & Associates’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 		$591K Buy
+555
New +$488K 0.08% 63

Other funds holding CAT

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

JLB & Associates's CAT Position: Q2 2026 in Review

JLB & Associates opened a new position in Caterpillar (CAT) in Q2 2026: 555 shares worth $591K. The stake represents 0.08% of the portfolio and ranks #63 among its holdings.

4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • JLB & Associates held 555 shares of Caterpillar worth $591K as of Q2 2026.
  • Caterpillar was a new JLB & Associates position in Q2 2026.
  • Caterpillar made up 0.08% of JLB & Associates's portfolio in Q2 2026, its #63 holding.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on JLB & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.