JF
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Joule Financial’s Caterpillar CAT Stock Holding History

Joule 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 		$1.3M Buy
1,224
+4
+0.3% +$3.51K 0.35% 36
2026
Q1 		$864K Sell
1,220
-14
-1% -$9.7K 0.25% 42
2025
Q4 		$707K Buy
1,234
+4
+0.3% +$2.22K 0.21% 50
2025
Q3 		$587K Buy
1,230
+193
+19% +$82.4K 0.18% 57
2025
Q2 		$403K Sell
1,037
-119
-10% -$39.7K 0.13% 72
2025
Q1 		$381K Buy
1,156
+2
+0.2% +$712 0.13% 73
2024
Q4 		$419K Sell
1,154
-3
-0.3% -$1.16K 0.15% 67
2024
Q3 		$453K Sell
1,157
-7
-0.6% -$2.42K 0.16% 66
2024
Q2 		$388K Buy
1,164
+43
+4% +$14.9K 0.16% 71
2024
Q1 		$411K Sell
1,121
-93
-8% -$29.7K 0.17% 68
2023
Q4 		$359K Sell
1,214
-22
-2% -$5.71K 0.17% 73
2023
Q3 		$337K Sell
1,236
-22
-2% -$5.97K 0.17% 76
2023
Q2 		$310K Buy
1,258
+46
+4% +$10.3K 0.16% 73
2023
Q1 		$277K Buy
1,212
+94
+8% +$22.7K 0.15% 79
2022
Q4 		$268K Buy
+1,118
New +$243K 0.18% 75

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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Joule Financial's CAT Position: Q2 2026 in Review

Joule Financial increased its Caterpillar (CAT) stake by 0.33% in Q2 2026, buying an estimated $3.51K and bringing the position to 1,224 shares worth $1.3M. The position accounts for 0.35% of the portfolio, ranked #36.

Joule Financial first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 1,369 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Joule Financial held 1,224 shares of Caterpillar worth $1.3M as of Q2 2026.
  • Joule Financial bought 4 Caterpillar shares in Q2 2026, an estimated $3.51K.
  • Caterpillar made up 0.35% of Joule Financial's portfolio in Q2 2026, its #36 holding.
  • Joule Financial first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.