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
Q1 | $441M | Buy |
660,800
+537,500
| +436% | +$372M | 0.03% | 440 |
|
|
2025
Q4 | $70.6M | Buy |
123,300
+117,000
| +1,857% | +$65M | ﹤0.01% | 1137 |
|
|
2025
Q3 | $3.01M | Sell |
6,300
-29,100
| -82% | -$12.4M | ﹤0.01% | 3768 |
|
|
2025
Q2 | $13.7M | Sell |
35,400
-1,700
| -5% | -$567K | ﹤0.01% | 2270 |
|
|
2025
Q1 | $12.2M | Sell |
37,100
-83,900
| -69% | -$29.9M | ﹤0.01% | 2362 |
|
|
2024
Q4 | $43.9M | Sell |
121,000
-23,000
| -16% | -$8.92M | ﹤0.01% | 1411 |
|
|
2024
Q3 | $56.3M | Buy |
144,000
+32,200
| +29% | +$11.1M | ﹤0.01% | 1256 |
|
|
2024
Q2 | $37.2M | Sell |
111,800
-468,600
| -81% | -$162M | ﹤0.01% | 1412 |
|
|
2024
Q1 | $213M | Buy |
580,400
+335,300
| +137% | +$107M | 0.02% | 633 |
|
|
2023
Q4 | $72.5M | Buy |
245,100
+38,900
| +19% | +$10.1M | 0.01% | 1045 |
|
|
2023
Q3 | $56.3M | Buy |
206,200
+39,100
| +23% | +$10.6M | 0.01% | 1062 |
|
|
2023
Q2 | $41.1M | Sell |
167,100
-15,500
| -8% | -$3.46M | ﹤0.01% | 1207 |
|
|
2023
Q1 | $41.8M | Buy |
182,600
+21,100
| +13% | +$5.1M | 0.01% | 1190 |
|
|
2022
Q4 | $38.7M | Buy |
161,500
+10,300
| +7% | +$2.24M | 0.01% | 1241 |
|
|
2022
Q3 | $24.8M | Buy |
151,200
+53,100
| +54% | +$9.7M | ﹤0.01% | 1438 |
|
|
2022
Q2 | $17.5M | Sell |
98,100
-10,300
| -10% | -$2.17M | ﹤0.01% | 1715 |
|
|
2022
Q1 | $24.2M | Sell |
108,400
-11,200
| -9% | -$2.35M | ﹤0.01% | 1621 |
|
|
2021
Q4 | $24.7M | Buy |
119,600
+2,300
| +2% | +$463K | ﹤0.01% | 1632 |
|
|
2021
Q3 | $22.5M | Buy |
117,300
+90,000
| +330% | +$18.7M | ﹤0.01% | 1668 |
|
|
2021
Q2 | $5.94M | Buy |
27,300
+6,300
| +30% | +$1.46M | ﹤0.01% | 2910 |
|
|
2021
Q1 | $4.87M | Sell |
21,000
-38,500
| -65% | -$7.97M | ﹤0.01% | 3003 |
|
|
2020
Q4 | $10.8M | Buy |
59,500
+1,100
| +2% | +$187K | ﹤0.01% | 2145 |
|
|
2020
Q3 | $8.61M | Buy |
+58,400
| New | +$8.2M | ﹤0.01% | 2156 |
|
|
2020
Q2 | – | Sell |
-20,000
| Closed | -$2.32M | – | 5393 |
|
|
2020
Q1 | $2.32M | Sell |
20,000
-107,000
| -84% | -$13.7M | ﹤0.01% | 2856 |
|
|
2019
Q4 | $18.8M | Sell |
127,000
-116,800
| -48% | -$16.3M | ﹤0.01% | 1646 |
|
|
2019
Q3 | $30.8M | Buy |
243,800
+75,500
| +45% | +$9.59M | 0.01% | 1260 |
|
|
2019
Q2 | $22.8M | Sell |
168,300
-184,100
| -52% | -$24.3M | ﹤0.01% | 1473 |
|
|
2019
Q1 | $47.7M | Buy |
352,400
+315,900
| +865% | +$42M | 0.01% | 979 |
|
|
2018
Q4 | $4.64M | Sell |
36,500
-3,600
| -9% | -$468K | ﹤0.01% | 2627 |
|
|
2018
Q3 | $6.12M | Hold |
40,100
| – | – | ﹤0.01% | 2579 |
|
|
2018
Q2 | $5.44M | Sell |
40,100
-96,300
| -71% | -$14.4M | ﹤0.01% | 2629 |
|
|
2018
Q1 | $20.1M | Buy |
136,400
+128,000
| +1,524% | +$20.2M | ﹤0.01% | 1506 |
|
|
2017
Q4 | $1.32M | Sell |
8,400
-700
| -8% | -$97.1K | ﹤0.01% | 3566 |
|
|
2017
Q3 | $1.14M | Sell |
9,100
-10,200
| -53% | -$1.17M | ﹤0.01% | 3445 |
|
|
2017
Q2 | $2.07M | Sell |
19,300
-2,730
| -12% | -$277K | ﹤0.01% | 3023 |
|
|
2017
Q1 | $2.04M | Buy |
22,030
+16,730
| +316% | +$1.58M | ﹤0.01% | 3027 |
|
|
2016
Q4 | $492K | Buy |
+5,300
| New | +$480K | ﹤0.01% | 3777 |
|
|
2016
Q3 | – | Sell |
-135,400
| Closed | -$10.3M | – | 4554 |
|
|
2016
Q2 | $10.3M | Buy |
135,400
+85,400
| +171% | +$6.4M | ﹤0.01% | 1820 |
|
|
2016
Q1 | $3.83M | Sell |
50,000
-337,100
| -87% | -$22.6M | ﹤0.01% | 2365 |
|
|
2015
Q4 | $26.3M | Buy |
387,100
+100,000
| +35% | +$6.99M | 0.01% | 1151 |
|
|
2015
Q3 | $18.8M | Buy |
287,100
+70,000
| +32% | +$5.35M | 0.01% | 1306 |
|
|
2015
Q2 | $18.4M | Sell |
217,100
-61,887
| -22% | -$5.32M | ﹤0.01% | 1461 |
|
|
2015
Q1 | $22.3M | Buy |
278,987
+106,687
| +62% | +$8.87M | 0.01% | 1355 |
|
|
2014
Q4 | $15.8M | Buy |
172,300
+122,876
| +249% | +$12M | ﹤0.01% | 1624 |
|
|
2014
Q3 | $4.89M | Buy |
+49,424
| New | +$5.24M | ﹤0.01% | 2386 |
|
|
2014
Q2 | – | Sell |
-35,000
| Closed | -$3.48M | – | 3511 |
|
|
2014
Q1 | $3.48M | Sell |
35,000
-167,372
| -83% | -$15.8M | ﹤0.01% | 2286 |
|
|
2013
Q4 | $18.4M | Buy |
202,372
+51,324
| +34% | +$4.38M | 0.01% | 1380 |
|
|
2013
Q3 | $12.6M | Sell |
151,048
-222,752
| -60% | -$18.8M | ﹤0.01% | 1619 |
|
|
2013
Q2 | $30.8M | Buy |
+373,800
| New | +$31.8M | 0.01% | 995 |
|
Other funds holding CAT
VCM
VPM
JP Morgan Chase's CAT Position: Q1 2026 in Review
JP Morgan Chase increased its Caterpillar (CAT) stake by 13% in Q1 2026, buying an estimated $236M and bringing the position to 2,940,579 shares worth $1.96B. The position accounts for 0.13% of the portfolio, ranked #163.
JP Morgan Chase first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- JP Morgan Chase held 2,940,579 shares of Caterpillar worth $1.96B as of Q1 2026.
- JP Morgan Chase bought 340,309 Caterpillar shares in Q1 2026, an estimated $236M.
- Caterpillar made up 0.13% of JP Morgan Chase's portfolio in Q1 2026, its #163 holding.
- JP Morgan Chase first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
- 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.