JFA
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JNBA Financial Advisors’s Caterpillar CAT Stock Holding History

JNBA Financial Advisors’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 		$252K Sell
237
-9
-4% -$7.91K 0.02% 183
2026
Q1 		$174K Sell
246
-5
-2% -$3.46K 0.01% 192
2025
Q4 		$144K Buy
251
+12
+5% +$6.67K 0.01% 202
2025
Q3 		$114K Sell
239
-100
-29% -$42.7K 0.01% 213
2025
Q2 		$132K Hold
339
– – 0.01% 200
2025
Q1 		$112K Buy
339
+100
+42% +$35.6K 0.01% 207
2024
Q4 		$86.7K Sell
239
-7
-3% -$2.71K 0.01% 231
2024
Q3 		$96.2K Hold
246
– – 0.01% 224
2024
Q2 		$81.9K Hold
246
– – 0.01% 242
2024
Q1 		$90.1K Hold
246
– – 0.01% 243
2023
Q4 		$72.7K Hold
246
– – 0.01% 256
2023
Q3 		$67.2K Buy
246
+27
+12% +$7.33K 0.01% 252
2023
Q2 		$53.9K Hold
219
– – 0.01% 274
2023
Q1 		$50.1K Sell
219
-100
-31% -$24.2K 0.01% 280
2022
Q4 		$76.4K Hold
319
– – 0.01% 253
2022
Q3 		$52K Sell
319
-28
-8% -$5.12K 0.01% 271
2022
Q2 		$62K Buy
347
+24
+7% +$5.06K 0.01% 258
2022
Q1 		$72K Buy
323
+4
+1% +$839 0.01% 255
2021
Q4 		$66K Hold
319
– – 0.01% 273
2021
Q3 		$61K Hold
319
– – 0.01% 272
2021
Q2 		$69K Hold
319
– – 0.01% 257
2021
Q1 		$74K Hold
319
– – 0.01% 250
2020
Q4 		$58K Hold
319
– – 0.01% 249
2020
Q3 		$48K Hold
319
– – 0.01% 240
2020
Q2 		$40K Hold
319
– – 0.01% 254
2020
Q1 		$37K Sell
319
-11
-3% -$1.41K 0.01% 247
2019
Q4 		$49K Buy
330
+111
+51% +$15.5K 0.01% 243
2019
Q3 		$28K Sell
219
-181
-45% -$23K 0.01% 293
2019
Q2 		$55K Buy
400
+100
+33% +$13.2K 0.01% 228
2019
Q1 		$41K Hold
300
– – 0.01% 246
2018
Q4 		$38K Sell
300
-590
-66% -$76.8K 0.01% 232
2018
Q3 		$136K Buy
890
+277
+45% +$39.2K 0.06% 160
2018
Q2 		$83K Buy
613
+45
+8% +$6.72K 0.02% 187
2018
Q1 		$84K Buy
568
+268
+89% +$42.3K 0.02% 183
2017
Q4 		$47K Hold
300
– – 0.01% 222
2017
Q3 		$37K Hold
300
– – 0.01% 239
2017
Q2 		$32K Hold
300
– – 0.01% 243
2017
Q1 		$28K Sell
300
-45
-13% -$4.26K 0.01% 255
2016
Q4 		$32K Sell
345
-3,492
-91% -$316K 0.01% 245
2016
Q3 		$341K Buy
3,837
+3,123
+437% +$256K 0.05% 143
2016
Q2 		$54K Sell
714
-25
-3% -$1.87K 0.02% 196
2016
Q1 		$57K Sell
739
-25
-3% -$1.68K 0.02% 186
2015
Q4 		$52K Hold
764
– – 0.02% 187
2015
Q3 		$50K Hold
764
– – 0.02% 186
2015
Q2 		$65K Sell
764
-350
-31% -$30.1K 0.02% 158
2015
Q1 		$89K Sell
1,114
-700
-39% -$58.2K 0.03% 146
2014
Q4 		$166K Hold
1,814
– – 0.07% 109
2014
Q3 		$180K Buy
1,814
+124
+7% +$13.1K 0.08% 99
2014
Q2 		$184K Sell
1,690
-195
-10% -$20.5K 0.09% 98
2014
Q1 		$187K Sell
1,885
-800
-30% -$75.4K 0.1% 87
2013
Q4 		$244K Buy
2,685
+25
+0.9% +$2.13K 0.13% 76
2013
Q3 		$222K Sell
2,660
-275
-9% -$23.3K 0.14% 79
2013
Q2 		$242K Buy
+2,935
New +$250K 0.17% 74

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

JNBA Financial Advisors's CAT Position: Q2 2026 in Review

JNBA Financial Advisors reduced its Caterpillar (CAT) stake by 3.7% in Q2 2026, selling an estimated $7.91K and leaving 237 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #183.

JNBA Financial Advisors first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. The position peaked at $341K in Q3 2016. 1,570 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • JNBA Financial Advisors held 237 shares of Caterpillar worth $252K as of Q2 2026.
  • JNBA Financial Advisors sold 9 Caterpillar shares in Q2 2026, an estimated $7.91K.
  • Caterpillar made up 0.02% of JNBA Financial Advisors's portfolio in Q2 2026, its #183 holding.
  • JNBA Financial Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
  • JNBA Financial Advisors's Caterpillar position peaked at $341K in Q3 2016.
  • 1,570 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.