JKA
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Jones Kertz & Associates’s Caterpillar CAT Stock Holding History

Jones Kertz & 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 		$10.7M Sell
10,073
-1,227
-11% -$1.08M 4.95% 5
2026
Q1 		$8.01M Sell
11,300
-399
-3% -$276K 4.25% 5
2025
Q4 		$6.7M Buy
+11,699
New +$6.5M 3.44% 8

Other funds holding CAT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Jones Kertz & Associates's CAT Position: Q2 2026 in Review

Jones Kertz & Associates reduced its Caterpillar (CAT) stake by 11% in Q2 2026, selling an estimated $1.08M and leaving 10,073 shares worth $10.7M. The position accounts for 4.95% of the portfolio, ranked #5.

Jones Kertz & Associates first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 2,537 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Jones Kertz & Associates held 10,073 shares of Caterpillar worth $10.7M as of Q2 2026.
  • Jones Kertz & Associates sold 1,227 Caterpillar shares in Q2 2026, an estimated $1.08M.
  • Caterpillar made up 4.95% of Jones Kertz & Associates's portfolio in Q2 2026, its #5 holding.
  • Jones Kertz & Associates first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 2,537 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.