JAG
CAT icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Journey Advisory Group's CAT Position: Q1 2026 in Review

Journey Advisory Group reduced its Caterpillar (CAT) stake by 7.8% in Q1 2026, selling an estimated $276K and leaving 4,724 shares worth $3.35M. The position accounts for 0.29% of the portfolio, ranked #89.

Journey Advisory Group first reported a position in CAT in Q4 2020 and has held it in 22 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Journey Advisory Group held 4,724 shares of Caterpillar worth $3.35M as of Q1 2026.
  • Journey Advisory Group sold 399 Caterpillar shares in Q1 2026, an estimated $276K.
  • Caterpillar made up 0.29% of Journey Advisory Group's portfolio in Q1 2026, its #89 holding.
  • Journey Advisory Group first reported a position in Caterpillar in Q4 2020 and has held it in 22 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.