JWM
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JPL Wealth Management’s Caterpillar CAT Stock Holding History

JPL Wealth 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 		$12.6M Sell
11,851
-559
-5% -$491K 2.5% 9
2026
Q1 		$8.79M Sell
12,410
-504
-4% -$349K 2.02% 13
2025
Q4 		$7.4M Sell
12,914
-979
-7% -$544K 1.8% 13
2025
Q3 		$6.63M Sell
13,893
-332
-2% -$142K 1.57% 12
2025
Q2 		$5.52M Buy
14,225
+265
+2% +$88.3K 1.49% 18
2025
Q1 		$4.6M Buy
13,960
+424
+3% +$151K 1.31% 24
2024
Q4 		$4.91M Buy
+13,536
New +$5.25M 1.41% 16
2024
Q2 		$3.45M Buy
10,359
+1,158
+13% +$402K 1.69% 15
2024
Q1 		$3.37M Buy
9,201
+1,108
+14% +$354K 1.86% 9
2023
Q4 		$2.39M Buy
+8,093
New +$2.1M 1.72% 16

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

JPL Wealth Management's CAT Position: Q2 2026 in Review

JPL Wealth Management reduced its Caterpillar (CAT) stake by 4.5% in Q2 2026, selling an estimated $491K and leaving 11,851 shares worth $12.6M. The position accounts for 2.5% of the portfolio, ranked #9.

JPL Wealth Management first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • JPL Wealth Management held 11,851 shares of Caterpillar worth $12.6M as of Q2 2026.
  • JPL Wealth Management sold 559 Caterpillar shares in Q2 2026, an estimated $491K.
  • Caterpillar made up 2.5% of JPL Wealth Management's portfolio in Q2 2026, its #9 holding.
  • JPL Wealth Management first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.