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
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% 1022
2025
Q2 		– Sell
-86,188
Closed -$28.4M – 1823
2025
Q1 		$28.4M Buy
86,188
+85,496
+12,355% +$30.5M 0.39% 54
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 $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

Jump Financial's CAT Position: Q1 2026 in Review

Jump Financial reduced its Caterpillar (CAT) stake by 77% in Q1 2026, selling an estimated $3.47M and leaving 1,470 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #903.

Jump Financial first reported a position in CAT in Q1 2021 and has held it in 17 quarters since. The position peaked at $28.4M in Q1 2025. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Jump Financial held 1,470 shares of Caterpillar worth $1.04M as of Q1 2026.
  • Jump Financial sold 5,009 Caterpillar shares in Q1 2026, an estimated $3.47M.
  • Caterpillar made up 0.01% of Jump Financial's portfolio in Q1 2026, its #903 holding.
  • Jump Financial first reported a position in Caterpillar in Q1 2021 and has held it in 17 quarters since.
  • Jump Financial's Caterpillar position peaked at $28.4M in Q1 2025.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Jump Financial's 13F filing for Q1 2026, filed 14 May 2026.