JP Morgan Chase’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.57B | Buy |
7,325,731
+4,385,152
| +149% | +$3.85B | 0.42% | 42 |
|
|
2026
Q1 | $1.96B | Buy |
2,940,579
+340,309
| +13% | +$236M | 0.13% | 163 |
|
|
2025
Q4 | $1.49B | Sell |
2,600,270
-924,540
| -26% | -$514M | 0.09% | 214 |
|
|
2025
Q3 | $1.68B | Buy |
3,524,810
+287,596
| +9% | +$123M | 0.1% | 198 |
|
|
2025
Q2 | $1.26B | Sell |
3,237,214
-411,711
| -11% | -$137M | 0.08% | 231 |
|
|
2025
Q1 | $1.2B | Buy |
3,648,925
+629,838
| +21% | +$224M | 0.09% | 216 |
|
|
2024
Q4 | $1.1B | Buy |
3,019,087
+206,233
| +7% | +$80M | 0.08% | 231 |
|
|
2024
Q3 | $1.1B | Buy |
2,812,854
+634,615
| +29% | +$219M | 0.08% | 224 |
|
|
2024
Q2 | $726M | Buy |
2,178,239
+32,467
| +2% | +$11.3M | 0.06% | 284 |
|
|
2024
Q1 | $786M | Buy |
2,145,772
+138,752
| +7% | +$44.3M | 0.07% | 276 |
|
|
2023
Q4 | $593M | Buy |
2,007,020
+331,327
| +20% | +$85.9M | 0.06% | 315 |
|
|
2023
Q3 | $457M | Buy |
1,675,693
+127,235
| +8% | +$34.5M | 0.05% | 333 |
|
|
2023
Q2 | $381M | Buy |
1,548,458
+265,975
| +21% | +$59.3M | 0.04% | 372 |
|
|
2023
Q1 | $293M | Buy |
1,282,483
+83,912
| +7% | +$20.3M | 0.04% | 420 |
|
|
2022
Q4 | $287M | Buy |
1,198,571
+31,313
| +3% | +$6.82M | 0.04% | 411 |
|
|
2022
Q3 | $192M | Sell |
1,167,258
-257,506
| -18% | -$47M | 0.03% | 502 |
|
|
2022
Q2 | $255M | Buy |
1,424,764
+94,804
| +7% | +$20M | 0.04% | 431 |
|
|
2022
Q1 | $296M | Buy |
1,329,960
+346,135
| +35% | +$72.6M | 0.04% | 437 |
|
|
2021
Q4 | $203M | Buy |
983,825
+76,955
| +8% | +$15.5M | 0.02% | 559 |
|
|
2021
Q3 | $174M | Sell |
906,870
-141,408
| -13% | -$29.4M | 0.02% | 619 |
|
|
2021
Q2 | $228M | Sell |
1,048,278
-269,908
| -20% | -$62.3M | 0.03% | 561 |
|
|
2021
Q1 | $306M | Buy |
1,318,186
+205,595
| +18% | +$42.6M | 0.04% | 449 |
|
|
2020
Q4 | $203M | Sell |
1,112,591
-701,666
| -39% | -$119M | 0.03% | 523 |
|
|
2020
Q3 | $267M | Buy |
1,814,257
+802,949
| +79% | +$113M | 0.04% | 387 |
|
|
2020
Q2 | $128M | Buy |
1,011,308
+149,137
| +17% | +$17.7M | 0.02% | 570 |
|
|
2020
Q1 | $100M | Sell |
862,171
-338,842
| -28% | -$43.3M | 0.02% | 565 |
|
|
2019
Q4 | $177M | Sell |
1,201,013
-501,403
| -29% | -$70M | 0.03% | 469 |
|
|
2019
Q3 | $215M | Buy |
1,702,416
+186,956
| +12% | +$23.8M | 0.04% | 420 |
|
|
2019
Q2 | $205M | Sell |
1,515,460
-3,062,266
| -67% | -$405M | 0.04% | 442 |
|
|
2019
Q1 | $620M | Sell |
4,577,726
-2,827,618
| -38% | -$376M | 0.13% | 174 |
|
|
2018
Q4 | $941M | Buy |
7,405,344
+369,932
| +5% | +$48.1M | 0.22% | 102 |
|
|
2018
Q3 | $1.07B | Buy |
7,035,412
+1,004,750
| +17% | +$142M | 0.21% | 106 |
|
|
2018
Q2 | $818M | Buy |
6,030,662
+290,743
| +5% | +$43.4M | 0.17% | 127 |
|
|
2018
Q1 | $846M | Buy |
5,739,919
+2,140,938
| +59% | +$338M | 0.18% | 127 |
|
|
2017
Q4 | $567M | Buy |
3,598,981
+1,869,228
| +108% | +$259M | 0.12% | 184 |
|
|
2017
Q3 | $217M | Buy |
1,729,753
+1,232,374
| +248% | +$142M | 0.05% | 396 |
|
|
2017
Q2 | $53.4M | Sell |
497,379
-85,400
| -15% | -$8.68M | 0.01% | 875 |
|
|
2017
Q1 | $54.1M | Sell |
582,779
-789,082
| -58% | -$74.7M | 0.01% | 903 |
|
|
2016
Q4 | $127M | Buy |
1,371,861
+51,752
| +4% | +$4.69M | 0.03% | 506 |
|
|
2016
Q3 | $117M | Buy |
1,320,109
+709,880
| +116% | +$58.1M | 0.03% | 514 |
|
|
2016
Q2 | $46.3M | Buy |
610,229
+84,389
| +16% | +$6.32M | 0.01% | 866 |
|
|
2016
Q1 | $40.2M | Buy |
525,840
+6,849
| +1% | +$459K | 0.01% | 931 |
|
|
2015
Q4 | $35.3M | Sell |
518,991
-363,746
| -41% | -$25.4M | 0.01% | 992 |
|
|
2015
Q3 | $57.7M | Sell |
882,737
-466,925
| -35% | -$35.7M | 0.02% | 723 |
|
|
2015
Q2 | $114M | Buy |
1,349,662
+244,847
| +22% | +$21.1M | 0.03% | 559 |
|
|
2015
Q1 | $88.4M | Sell |
1,104,815
-3,531,310
| -76% | -$293M | 0.02% | 673 |
|
|
2014
Q4 | $424M | Buy |
4,636,125
+1,297,825
| +39% | +$126M | 0.1% | 231 |
|
|
2014
Q3 | $331M | Sell |
3,338,300
-1,532,489
| -31% | -$162M | 0.08% | 280 |
|
|
2014
Q2 | $529M | Buy |
4,870,789
+585,980
| +14% | +$61.5M | 0.13% | 166 |
|
|
2014
Q1 | $426M | Sell |
4,284,809
-333,130
| -7% | -$31.4M | 0.12% | 193 |
|
|
2013
Q4 | $419M | Sell |
4,617,939
-1,338,815
| -22% | -$114M | 0.12% | 198 |
|
|
2013
Q3 | $497M | Buy |
5,956,754
+1,988,714
| +50% | +$168M | 0.15% | 158 |
|
|
2013
Q2 | $327M | Buy |
+3,968,040
| New | +$337M | 0.1% | 233 |
|
Other funds holding CAT
N
JP Morgan Chase's CAT Position: Q2 2026 in Review
JP Morgan Chase increased its Caterpillar (CAT) stake by 149% in Q2 2026, buying an estimated $3.85B and bringing the position to 7,325,731 shares worth $7.57B. The position accounts for 0.42% of the portfolio, ranked #42.
JP Morgan Chase first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 3,282 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- JP Morgan Chase held 7,325,731 shares of Caterpillar worth $7.57B as of Q2 2026.
- JP Morgan Chase bought 4,385,152 Caterpillar shares in Q2 2026, an estimated $3.85B.
- Caterpillar made up 0.42% of JP Morgan Chase's portfolio in Q2 2026, its #42 holding.
- JP Morgan Chase first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
- 3,282 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.