JF
CAT icon

Jump Financial’s Caterpillar CAT Stock Holding History

Jump 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 		– Sell
-1,470
Closed -$1.04M – 2057
2026
Q1 		$1.04M Sell
1,470
-5,009
-77% -$3.47M 0.01% 903
2025
Q4 		$3.71M Buy
6,479
+4,413
+214% +$2.45M 0.05% 457
2025
Q3 		$986K Buy
+2,066
New +$882K 0.01% 1029
2025
Q2 		– Sell
-86,188
Closed -$28.4M – 1835
2025
Q1 		$28.4M Buy
86,188
+85,496
+12,355% +$30.5M 0.38% 56
2024
Q4 		$251K Sell
692
-21
-3% -$8.14K 0.01% 1395
2024
Q3 		$279K Sell
713
-6,060
-89% -$2.09M 0.01% 1339
2024
Q2 		$2.26M Sell
6,773
-2,182
-24% -$757K 0.05% 498
2024
Q1 		$3.28M Buy
8,955
+7,382
+469% +$2.36M 0.09% 256
2023
Q4 		$465K Sell
1,573
-2,355
-60% -$611K 0.01% 1112
2023
Q3 		$1.07M Buy
3,928
+879
+29% +$238K 0.04% 635
2023
Q2 		$750K Buy
+3,049
New +$680K 0.03% 827
2022
Q3 		– Sell
-7,556
Closed -$1.35M – 1620
2022
Q2 		$1.35M Buy
7,556
+3,979
+111% +$839K 0.06% 462
2022
Q1 		$797K Sell
3,577
-5,594
-61% -$1.17M 0.03% 612
2021
Q4 		$1.9M Buy
9,171
+5,971
+187% +$1.2M 0.12% 222
2021
Q3 		$614K Sell
3,200
-4,068
-56% -$847K 0.04% 426
2021
Q2 		$1.58M Sell
7,268
-5,071
-41% -$1.17M 0.15% 164
2021
Q1 		$2.86M Buy
+12,339
New +$2.55M 0.27% 44

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

Jump Financial's CAT Position: Q2 2026 in Review

Jump Financial sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 1,470 shares — an estimated $1.04M sold.

Jump Financial first reported a position in CAT in Q1 2021 and held it in 17 quarters. The position peaked at $28.4M in Q1 2025. 4,063 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Jump Financial reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • Jump Financial sold 1,470 Caterpillar shares in Q2 2026, an estimated $1.04M.
  • Jump Financial first reported a position in Caterpillar in Q1 2021 and held it in 17 quarters.
  • Jump Financial's Caterpillar position peaked at $28.4M in Q1 2025.
  • 4,063 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.