JM2 Capital’s Caterpillar CAT Stock Holding History

JM2 Capital’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	$412K	Sell	387 -5	-1%	-$4.39K	0.28%	81
2026 Q1	$278K	Buy	392 +11	+3%	+$7.62K	0.23%	95
2025 Q4	$218K	Buy	+381	New	+$212K	0.18%	101

Other funds holding CAT

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

JM2 Capital's CAT Position: Q2 2026 in Review

JM2 Capital reduced its Caterpillar (CAT) stake by 1.3% in Q2 2026, selling an estimated $4.39K and leaving 387 shares worth $412K. The position accounts for 0.28% of the portfolio, ranked #81.

JM2 Capital first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 2,543 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

JM2 Capital held 387 shares of Caterpillar worth $412K as of Q2 2026.
JM2 Capital sold 5 Caterpillar shares in Q2 2026, an estimated $4.39K.
Caterpillar made up 0.28% of JM2 Capital's portfolio in Q2 2026, its #81 holding.
JM2 Capital first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
2,543 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.