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JMAC Enterprises’s Caterpillar CAT Stock Holding History

JMAC Enterprises’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 		$664K Buy
624
+20
+3% +$17.6K 0.11% 84
2026
Q1 		$428K Hold
604
– – 0.08% 96
2025
Q4 		$346K Hold
604
– – 0.07% 103
2025
Q3 		$288K Hold
604
– – 0.06% 108
2025
Q2 		$234K Buy
+604
New +$201K 0.05% 111
2025
Q1 		– Sell
-960
Closed -$348K – 118
2024
Q4 		$348K Buy
960
+84
+10% +$32.6K 0.05% 147
2024
Q3 		$343K Buy
876
+30
+4% +$10.4K 0.05% 149
2024
Q2 		$282K Hold
846
– – 0.05% 157
2024
Q1 		$310K Sell
846
-1,600
-65% -$511K 0.06% 146
2023
Q4 		$723K Buy
+2,446
New +$635K 0.16% 108
2023
Q2 		– Sell
-875
Closed -$200K – 175
2023
Q1 		$200K Sell
875
-410
-32% -$99.1K 0.05% 173
2022
Q4 		$308K Sell
1,285
-294
-19% -$64K 0.08% 143
2022
Q3 		$259K Buy
1,579
+59
+4% +$10.8K 0.07% 155
2022
Q2 		$272K Buy
1,520
+126
+9% +$26.6K 0.07% 152
2022
Q1 		$311K Buy
1,394
+18
+1% +$3.77K 0.07% 148
2021
Q4 		$277K Buy
+1,376
New +$277K 0.07% 151

Other funds holding CAT

BlackRock
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

JMAC Enterprises's CAT Position: Q2 2026 in Review

JMAC Enterprises increased its Caterpillar (CAT) stake by 3.3% in Q2 2026, buying an estimated $17.6K and bringing the position to 624 shares worth $664K. The position accounts for 0.11% of the portfolio, ranked #84.

JMAC Enterprises first reported a position in CAT in Q4 2021 and has held it in 16 quarters since. The position peaked at $723K in Q4 2023. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • JMAC Enterprises held 624 shares of Caterpillar worth $664K as of Q2 2026.
  • JMAC Enterprises bought 20 Caterpillar shares in Q2 2026, an estimated $17.6K.
  • Caterpillar made up 0.11% of JMAC Enterprises's portfolio in Q2 2026, its #84 holding.
  • JMAC Enterprises first reported a position in Caterpillar in Q4 2021 and has held it in 16 quarters since.
  • JMAC Enterprises's Caterpillar position peaked at $723K in Q4 2023.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on JMAC Enterprises's 13F filing for Q2 2026, filed 28 Jul 2026.