JF
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JSF Financial’s Caterpillar CAT Stock Holding History

JSF Financial’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 		$785K Sell
738
-14
-2% -$12.3K 0.12% 86
2026
Q1 		$533K Sell
752
-38
-5% -$26.3K 0.1% 89
2025
Q4 		$452K Sell
790
-82
-9% -$45.6K 0.09% 90
2025
Q3 		$416K Sell
872
-8
-0.9% -$3.42K 0.09% 90
2025
Q2 		$342K Sell
880
-45
-5% -$15K 0.08% 96
2025
Q1 		$305K Sell
925
-27
-3% -$9.62K 0.08% 98
2024
Q4 		$345K Buy
952
+320
+51% +$124K 0.09% 98
2024
Q3 		$247K Sell
632
-9
-1% -$3.11K 0.07% 102
2024
Q2 		$214K Sell
641
-18
-3% -$6.24K 0.07% 105
2024
Q1 		$242K Buy
+659
New +$211K 0.08% 99
2023
Q4 		– Sell
-1,022
Closed -$279K – 110
2023
Q3 		$279K Sell
1,022
-93
-8% -$25.2K 0.11% 86
2023
Q2 		$274K Hold
1,115
– – 0.1% 85
2023
Q1 		$255K Buy
1,115
+115
+12% +$27.8K 0.1% 98
2022
Q4 		$240K Buy
+1,000
New +$218K 0.09% 98
2022
Q2 		– Sell
-928
Closed -$207K – 104
2022
Q1 		$207K Buy
+928
New +$195K 0.09% 107
2021
Q4 		– Sell
-1,323
Closed -$254K – 117
2021
Q3 		$254K Buy
+1,323
New +$276K 0.13% 95

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

JSF Financial's CAT Position: Q2 2026 in Review

JSF Financial reduced its Caterpillar (CAT) stake by 1.9% in Q2 2026, selling an estimated $12.3K and leaving 738 shares worth $785K. The position accounts for 0.12% of the portfolio, ranked #86.

JSF Financial first reported a position in CAT in Q3 2021 and has held it in 16 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • JSF Financial held 738 shares of Caterpillar worth $785K as of Q2 2026.
  • JSF Financial sold 14 Caterpillar shares in Q2 2026, an estimated $12.3K.
  • Caterpillar made up 0.12% of JSF Financial's portfolio in Q2 2026, its #86 holding.
  • JSF Financial first reported a position in Caterpillar in Q3 2021 and has held it in 16 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.