Jupiter Asset Management’s Caterpillar CAT Stock Holding History

Jupiter Asset Management’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	–	Sell	-61,335	Closed	-$35.1M	–	498
2025 Q4	$35.1M	Buy	61,335 +60,892	+13,745%	+$33.8M	0.28%	106
2025 Q3	$211K	Buy	+443	New	+$189K	﹤0.01%	401
2024 Q4	–	Sell	-154,930	Closed	-$60.6M	–	396
2024 Q3	$60.6M	Sell	154,930 -149,877	-49%	-$51.8M	0.53%	58
2024 Q2	$102M	Buy	304,807 +39,064	+15%	+$13.5M	0.96%	13
2024 Q1	$97.4M	Buy	265,743 +193,307	+267%	+$61.8M	0.93%	16
2023 Q4	$21.4M	Sell	72,436 -18,157	-20%	-$4.71M	0.21%	149
2023 Q3	$24.7M	Buy	+90,593	New	+$24.6M	0.27%	107
2023 Q2	–	Sell	-90,752	Closed	-$20.8M	–	511
2023 Q1	$20.8M	Buy	+90,752	New	+$21.9M	0.29%	116
2022 Q2	–	Sell	-1,548	Closed	-$345K	–	574
2022 Q1	$345K	Sell	1,548 -190	-11%	-$39.8K	﹤0.01%	472
2021 Q4	$358K	Sell	1,738 -144,947	-99%	-$29.2M	﹤0.01%	501
2021 Q3	$28.1M	Sell	146,685 -88,825	-38%	-$18.5M	0.32%	101
2021 Q2	$51.3M	Buy	235,510 +71,933	+44%	+$16.6M	0.53%	48
2021 Q1	$38M	Buy	163,577 +162,003	+10,292%	+$33.5M	0.37%	72
2020 Q4	$286K	Sell	1,574 -74	-4%	-$12.5K	﹤0.01%	551
2020 Q3	$246K	Buy	+1,648	New	+$232K	﹤0.01%	547

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jupiter Asset Management's CAT Position: Q1 2026 in Review

Jupiter Asset Management sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 61,335 shares — an estimated $35.1M sold.

Jupiter Asset Management first reported a position in CAT in Q3 2020 and held it in 15 quarters. The position peaked at $102M in Q2 2024. 3,755 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Jupiter Asset Management reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
Jupiter Asset Management sold 61,335 Caterpillar shares in Q1 2026, an estimated $35.1M.
Jupiter Asset Management first reported a position in Caterpillar in Q3 2020 and held it in 15 quarters.
Jupiter Asset Management's Caterpillar position peaked at $102M in Q2 2024.
3,755 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Jupiter Asset Management's 13F filing for Q1 2026, filed 12 May 2026.