JTC Employer Solutions Trustee’s Caterpillar CAT Stock Holding History

JTC Employer Solutions Trustee’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	$262K	Sell	370 -150	-29%	-$104K	0.02%	127
2025 Q4	$298K	Hold	520	–	–	0.02%	121
2025 Q3	$248K	Hold	520	–	–	0.02%	133
2025 Q2	$202K	Hold	520	–	–	0.02%	137
2025 Q1	$171K	Hold	520	–	–	0.01%	148
2024 Q4	$188K	Sell	520 -400	-43%	-$155K	0.01%	139
2024 Q3	$360K	Hold	920	–	–	0.02%	96
2024 Q2	$306K	Hold	920	–	–	0.02%	101
2024 Q1	$336K	Hold	920	–	–	0.02%	100
2023 Q4	$274K	Hold	920	–	–	0.02%	104
2023 Q3	$251K	Hold	920	–	–	0.02%	110
2023 Q2	$226K	Hold	920	–	–	0.02%	117
2023 Q1	$210K	Hold	920	–	–	0.02%	126
2022 Q4	$221K	Hold	920	–	–	0.02%	116
2022 Q3	$152K	Hold	920	–	–	0.03%	132
2022 Q2	$165K	Hold	920	–	–	0.02%	110
2022 Q1	$204K	Hold	920	–	–	0.02%	111
2021 Q4	$191K	Hold	920	–	–	0.02%	114
2021 Q3	$177K	Buy	920 +520	+130%	+$108K	0.02%	117
2021 Q2	$87K	Buy	+400	New	+$92.4K	0.01%	174

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JTC Employer Solutions Trustee's CAT Position: Q1 2026 in Review

JTC Employer Solutions Trustee reduced its Caterpillar (CAT) stake by 29% in Q1 2026, selling an estimated $104K and leaving 370 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #127.

JTC Employer Solutions Trustee first reported a position in CAT in Q2 2021 and has held it in 20 quarters since. The position peaked at $360K in Q3 2024. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

JTC Employer Solutions Trustee held 370 shares of Caterpillar worth $262K as of Q1 2026.
JTC Employer Solutions Trustee sold 150 Caterpillar shares in Q1 2026, an estimated $104K.
Caterpillar made up 0.02% of JTC Employer Solutions Trustee's portfolio in Q1 2026, its #127 holding.
JTC Employer Solutions Trustee first reported a position in Caterpillar in Q2 2021 and has held it in 20 quarters since.
JTC Employer Solutions Trustee's Caterpillar position peaked at $360K in Q3 2024.
3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q1 2026, filed 19 May 2026.