JMN Financial’s Caterpillar CAT Stock Holding History

JMN Financial’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	$872K	Buy	819 +324	+65%	+$285K	0.68%	29
2026 Q1	$351K	Buy	495 +77	+18%	+$53.3K	0.34%	86
2025 Q4	$239K	Buy	+418	New	+$232K	0.24%	145

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JMN Financial's CAT Position: Q2 2026 in Review

JMN Financial increased its Caterpillar (CAT) stake by 65% in Q2 2026, buying an estimated $285K and bringing the position to 819 shares worth $872K. The position accounts for 0.68% of the portfolio, ranked #29.

JMN Financial first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 3,898 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

JMN Financial held 819 shares of Caterpillar worth $872K as of Q2 2026.
JMN Financial bought 324 Caterpillar shares in Q2 2026, an estimated $285K.
Caterpillar made up 0.68% of JMN Financial's portfolio in Q2 2026, its #29 holding.
JMN Financial first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
3,898 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.