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JT Stratford LLC’s Caterpillar CAT Stock Holding History

JT Stratford LLC’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
Q1 		$854K Buy
1,206
+20
+2% +$13.9K 0.11% 167
2025
Q4 		$679K Sell
1,186
-27
-2% -$15K 0.09% 181
2025
Q3 		$579K Sell
1,213
-114
-9% -$48.7K 0.08% 203
2025
Q2 		$515K Buy
1,327
+140
+12% +$46.7K 0.08% 194
2025
Q1 		$391K Sell
1,187
-5,057
-81% -$1.8M 0.07% 212
2024
Q4 		$2.27M Sell
6,244
-2,230
-26% -$865K 0.37% 54
2024
Q3 		$3.31M Buy
8,474
+3,438
+68% +$1.19M 0.57% 34
2024
Q2 		$1.68M Sell
5,036
-622
-11% -$216K 0.31% 76
2024
Q1 		$2.07M Buy
5,658
+1,783
+46% +$570K 0.41% 59
2023
Q4 		$1.15M Buy
3,875
+3,067
+380% +$796K 0.26% 101
2023
Q3 		$221K Sell
808
-22
-3% -$5.97K 0.06% 220
2023
Q2 		$204K Buy
+830
New +$185K 0.06% 222
2020
Q3 		– Sell
-1,930
Closed -$244K – 161
2020
Q2 		$244K Buy
+1,930
New +$229K 0.13% 134
2019
Q4 		– Sell
-1,715
Closed -$217K – 150
2019
Q3 		$217K Buy
+1,715
New +$218K 0.12% 142

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JT Stratford LLC's CAT Position: Q1 2026 in Review

JT Stratford LLC increased its Caterpillar (CAT) stake by 1.7% in Q1 2026, buying an estimated $13.9K and bringing the position to 1,206 shares worth $854K. The position accounts for 0.11% of the portfolio, ranked #167.

JT Stratford LLC first reported a position in CAT in Q3 2019 and has held it in 14 quarters since. The position peaked at $3.31M in Q3 2024. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • JT Stratford LLC held 1,206 shares of Caterpillar worth $854K as of Q1 2026.
  • JT Stratford LLC bought 20 Caterpillar shares in Q1 2026, an estimated $13.9K.
  • Caterpillar made up 0.11% of JT Stratford LLC's portfolio in Q1 2026, its #167 holding.
  • JT Stratford LLC first reported a position in Caterpillar in Q3 2019 and has held it in 14 quarters since.
  • JT Stratford LLC's Caterpillar position peaked at $3.31M in Q3 2024.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.