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 Q2	$394K	Hold	370	–	–	0.03%	105
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

JTC Employer Solutions Trustee's CAT Position: Q2 2026 in Review

JTC Employer Solutions Trustee held its Caterpillar (CAT) position steady in Q2 2026 at 370 shares worth $394K. The position accounts for 0.03% of the portfolio, ranked #105.

JTC Employer Solutions Trustee first reported a position in CAT in Q2 2021 and has held it in 21 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

JTC Employer Solutions Trustee held 370 shares of Caterpillar worth $394K as of Q2 2026.
JTC Employer Solutions Trustee left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.03% of JTC Employer Solutions Trustee's portfolio in Q2 2026, its #105 holding.
JTC Employer Solutions Trustee first reported a position in Caterpillar in Q2 2021 and has held it in 21 quarters since.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q2 2026, filed 31 Jul 2026.