JAG
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Journey Advisory Group’s Caterpillar CAT Stock Holding History

Journey Advisory Group’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 		$5.15M Buy
4,838
+114
+2% +$100K 0.39% 73
2026
Q1 		$3.35M Sell
4,724
-399
-8% -$276K 0.29% 89
2025
Q4 		$2.93M Buy
5,123
+422
+9% +$235K 0.25% 103
2025
Q3 		$2.24M Sell
4,701
-48
-1% -$20.5K 0.17% 114
2025
Q2 		$1.84M Sell
4,749
-39
-0.8% -$13K 0.14% 127
2025
Q1 		$1.58M Sell
4,788
-18
-0.4% -$6.41K 0.13% 121
2024
Q4 		$1.6M Hold
4,806
– – 0.19% 86
2024
Q3 		$1.6M Buy
4,806
+100
+2% +$34.5K 0.19% 86
2024
Q2 		$1.57M Sell
4,706
-100
-2% -$34.7K 0.19% 87
2024
Q1 		$1.76M Buy
4,806
+823
+21% +$263K 0.22% 91
2023
Q4 		$1.18M Sell
3,983
-29
-0.7% -$7.52K 0.16% 104
2023
Q3 		$1.1M Sell
4,012
-50
-1% -$13.6K 0.16% 104
2023
Q2 		$1,000K Sell
4,062
-225
-5% -$50.2K 0.15% 111
2023
Q1 		$981K Buy
4,287
+321
+8% +$77.6K 0.15% 116
2022
Q4 		$950K Sell
3,966
-200
-5% -$43.5K 0.24% 92
2022
Q3 		$684K Sell
4,166
-40
-1% -$7.31K 0.17% 114
2022
Q2 		$820K Buy
4,206
+901
+27% +$190K 0.19% 110
2022
Q1 		$736K Buy
3,305
+184
+6% +$38.6K 0.19% 113
2021
Q4 		$645K Sell
3,121
-220
-7% -$44.3K 0.18% 112
2021
Q3 		$641K Sell
3,341
-560
-14% -$117K 0.21% 99
2021
Q2 		$849K Sell
3,901
-181
-4% -$41.8K 0.27% 82
2021
Q1 		$947K Sell
4,082
-30
-0.7% -$6.21K 0.33% 72
2020
Q4 		$748K Buy
+4,112
New +$697K 0.28% 76

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Journey Advisory Group's CAT Position: Q2 2026 in Review

Journey Advisory Group increased its Caterpillar (CAT) stake by 2.4% in Q2 2026, buying an estimated $100K and bringing the position to 4,838 shares worth $5.15M. The position accounts for 0.39% of the portfolio, ranked #73.

Journey Advisory Group first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Journey Advisory Group held 4,838 shares of Caterpillar worth $5.15M as of Q2 2026.
  • Journey Advisory Group bought 114 Caterpillar shares in Q2 2026, an estimated $100K.
  • Caterpillar made up 0.39% of Journey Advisory Group's portfolio in Q2 2026, its #73 holding.
  • Journey Advisory Group first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.