JRPIM
CAT icon

Journey Retirement Planning & Investment Management’s Caterpillar CAT Stock Holding History

Journey Retirement Planning & Investment Management’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 		$512K Buy
480
+112
+30% +$98.4K 0.4% 80
2026
Q1 		$261K Sell
368
-616
-63% -$427K 0.23% 113
2025
Q4 		$564K Buy
+984
New +$547K 0.12% 140

Other funds holding CAT

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
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Journey Retirement Planning & Investment Management's CAT Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Caterpillar (CAT) stake by 30% in Q2 2026, buying an estimated $98.4K and bringing the position to 480 shares worth $512K. The position accounts for 0.4% of the portfolio, ranked #80.

Journey Retirement Planning & Investment Management first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $564K in Q4 2025. 2,129 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 480 shares of Caterpillar worth $512K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 112 Caterpillar shares in Q2 2026, an estimated $98.4K.
  • Caterpillar made up 0.4% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #80 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Caterpillar position peaked at $564K in Q4 2025.
  • 2,129 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.