JAA
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Joel Adams & Associates’s Caterpillar CAT Stock Holding History

Joel Adams & 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 		$257K Buy
+241
New +$212K 0.16% 60

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

Joel Adams & Associates's CAT Position: Q2 2026 in Review

Joel Adams & Associates opened a new position in Caterpillar (CAT) in Q2 2026: 241 shares worth $257K. The stake represents 0.16% of the portfolio and ranks #60 among its holdings.

4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Joel Adams & Associates held 241 shares of Caterpillar worth $257K as of Q2 2026.
  • Caterpillar was a new Joel Adams & Associates position in Q2 2026.
  • Caterpillar made up 0.16% of Joel Adams & Associates's portfolio in Q2 2026, its #60 holding.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.