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 | $33.4M | Sell |
50,100
-1,700
| -3% | -$1.18M | ﹤0.01% | 1658 |
|
|
2025
Q4 | $29.7M | Buy |
51,800
+5,800
| +13% | +$3.22M | ﹤0.01% | 1719 |
|
|
2025
Q3 | $21.9M | Buy |
46,000
+42,900
| +1,384% | +$18.3M | ﹤0.01% | 2023 |
|
|
2025
Q2 | $1.2M | Sell |
3,100
-302,400
| -99% | -$101M | ﹤0.01% | 4264 |
|
|
2025
Q1 | $101M | Buy |
305,500
+119,400
| +64% | +$42.5M | 0.01% | 924 |
|
|
2024
Q4 | $67.5M | Sell |
186,100
-21,300
| -10% | -$8.26M | 0.01% | 1140 |
|
|
2024
Q3 | $81.1M | Buy |
207,400
+11,500
| +6% | +$3.97M | 0.01% | 1055 |
|
|
2024
Q2 | $65.3M | Sell |
195,900
-653,500
| -77% | -$227M | 0.01% | 1117 |
|
|
2024
Q1 | $311M | Buy |
849,400
+644,700
| +315% | +$206M | 0.03% | 515 |
|
|
2023
Q4 | $60.5M | Buy |
204,700
+103,800
| +103% | +$26.9M | 0.01% | 1121 |
|
|
2023
Q3 | $27.5M | Buy |
100,900
+37,100
| +58% | +$10.1M | ﹤0.01% | 1451 |
|
|
2023
Q2 | $15.7M | Buy |
63,800
+1,400
| +2% | +$312K | ﹤0.01% | 1896 |
|
|
2023
Q1 | $14.3M | Sell |
62,400
-109,800
| -64% | -$26.5M | ﹤0.01% | 1949 |
|
|
2022
Q4 | $41.3M | Sell |
172,200
-32,900
| -16% | -$7.16M | 0.01% | 1208 |
|
|
2022
Q3 | $33.7M | Buy |
205,100
+82,000
| +67% | +$15M | ﹤0.01% | 1256 |
|
|
2022
Q2 | $22M | Sell |
123,100
-6,000
| -5% | -$1.26M | ﹤0.01% | 1540 |
|
|
2022
Q1 | $28.8M | Buy |
129,100
+29,800
| +30% | +$6.25M | ﹤0.01% | 1492 |
|
|
2021
Q4 | $20.5M | Sell |
99,300
-23,000
| -19% | -$4.63M | ﹤0.01% | 1810 |
|
|
2021
Q3 | $23.5M | Buy |
122,300
+44,500
| +57% | +$9.27M | ﹤0.01% | 1635 |
|
|
2021
Q2 | $16.9M | Sell |
77,800
-52,800
| -40% | -$12.2M | ﹤0.01% | 1993 |
|
|
2021
Q1 | $30.3M | Buy |
130,600
+58,300
| +81% | +$12.1M | ﹤0.01% | 1437 |
|
|
2020
Q4 | $13.2M | Buy |
72,300
+46,700
| +182% | +$7.92M | ﹤0.01% | 1975 |
|
|
2020
Q3 | $3.77M | Buy |
25,600
+3,000
| +13% | +$421K | ﹤0.01% | 2791 |
|
|
2020
Q2 | $2.86M | Sell |
22,600
-75,900
| -77% | -$9M | ﹤0.01% | 2863 |
|
|
2020
Q1 | $11.4M | Sell |
98,500
-217,700
| -69% | -$27.8M | ﹤0.01% | 1634 |
|
|
2019
Q4 | $46.7M | Buy |
316,200
+102,400
| +48% | +$14.3M | 0.01% | 1004 |
|
|
2019
Q3 | $27M | Buy |
213,800
+1,000
| +0.5% | +$127K | 0.01% | 1367 |
|
|
2019
Q2 | $28.8M | Buy |
212,800
+61,700
| +41% | +$8.15M | 0.01% | 1297 |
|
|
2019
Q1 | $20.5M | Sell |
151,100
-121,300
| -45% | -$16.1M | ﹤0.01% | 1520 |
|
|
2018
Q4 | $34.6M | Sell |
272,400
-31,300
| -10% | -$4.07M | 0.01% | 1096 |
|
|
2018
Q3 | $46.3M | Buy |
303,700
+63,700
| +27% | +$9.01M | 0.01% | 1056 |
|
|
2018
Q2 | $32.6M | Buy |
240,000
+155,600
| +184% | +$23.2M | 0.01% | 1236 |
|
|
2018
Q1 | $12.4M | Sell |
84,400
-301,800
| -78% | -$47.7M | ﹤0.01% | 1864 |
|
|
2017
Q4 | $60.9M | Buy |
386,200
+55,000
| +17% | +$7.63M | 0.01% | 888 |
|
|
2017
Q3 | $41.5M | Buy |
331,200
+106,200
| +47% | +$12.2M | 0.01% | 1041 |
|
|
2017
Q2 | $24.2M | Sell |
225,000
-90,000
| -29% | -$9.14M | 0.01% | 1331 |
|
|
2017
Q1 | $29.2M | Sell |
315,000
-111,000
| -26% | -$10.5M | 0.01% | 1221 |
|
|
2016
Q4 | $39.5M | Sell |
426,000
-137,700
| -24% | -$12.5M | 0.01% | 1038 |
|
|
2016
Q3 | $50M | Buy |
563,700
+246,200
| +78% | +$20.1M | 0.01% | 836 |
|
|
2016
Q2 | $24.1M | Hold |
317,500
| – | – | 0.01% | 1268 |
|
|
2016
Q1 | $24.3M | Sell |
317,500
-524,500
| -62% | -$35.2M | 0.01% | 1213 |
|
|
2015
Q4 | $57.2M | Buy |
842,000
+801,900
| +2,000% | +$56.1M | 0.01% | 751 |
|
|
2015
Q3 | $2.62M | Sell |
40,100
-250,000
| -86% | -$19.1M | ﹤0.01% | 2608 |
|
|
2015
Q2 | $24.6M | Buy |
290,100
+53,600
| +23% | +$4.61M | 0.01% | 1278 |
|
|
2015
Q1 | $18.9M | Buy |
236,500
+138,900
| +142% | +$11.5M | ﹤0.01% | 1469 |
|
|
2014
Q4 | $8.93M | Sell |
97,600
-2,789,100
| -97% | -$271M | ﹤0.01% | 2033 |
|
|
2014
Q3 | $286M | Buy |
2,886,700
+2,823,300
| +4,453% | +$299M | 0.07% | 313 |
|
|
2014
Q2 | $6.89M | Buy |
63,400
+35,000
| +123% | +$3.67M | ﹤0.01% | 1932 |
|
|
2014
Q1 | $2.82M | Sell |
28,400
-248,200
| -90% | -$23.4M | ﹤0.01% | 2383 |
|
|
2013
Q4 | $25.1M | Sell |
276,600
-136,300
| -33% | -$11.6M | 0.01% | 1195 |
|
|
2013
Q3 | $34.4M | Sell |
412,900
-113,500
| -22% | -$9.6M | 0.01% | 1003 |
|
|
2013
Q2 | $43.4M | Buy |
+526,400
| New | +$44.8M | 0.01% | 809 |
|
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.