Jupiter Wealth Management’s Caterpillar CAT Stock Holding History

Jupiter Wealth 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	$729K	Hold	808	–	–	0.29%	59
2025 Q4	$613K	Hold	808	–	–	0.27%	56
2025 Q3	$386K	Hold	808	–	–	0.18%	68
2025 Q2	$334K	Hold	808	–	–	0.17%	69
2025 Q1	$285K	Sell	808 -450	-36%	-$160K	0.17%	61
2024 Q4	$456K	Hold	1,258	–	–	0.23%	67
2024 Q3	$492K	Sell	1,258 -242	-16%	-$83.6K	0.25%	65
2024 Q2	$519K	Hold	1,500	–	–	0.28%	61
2024 Q1	$517K	Hold	1,500	–	–	0.27%	63
2023 Q4	$444K	Hold	1,500	–	–	0.26%	66
2023 Q3	$360K	Hold	1,500	–	–	0.23%	64
2023 Q2	$369K	Hold	1,500	–	–	0.32%	52
2023 Q1	$343K	Sell	1,500 -452	-23%	-$109K	0.32%	46
2022 Q4	$467K	Buy	1,952 +952	+95%	+$207K	0.45%	41
2022 Q3	$164K	Sell	1,000 -6,965	-87%	-$1.27M	0.16%	57
2022 Q2	$1.42M	Sell	7,965 -3,427	-30%	-$722K	1.3%	25
2022 Q1	$2.54M	Buy	11,392 +2,427	+27%	+$509K	1.59%	21
2021 Q4	$1.85M	Buy	8,965 +1,000	+13%	+$201K	0.96%	27
2021 Q3	$1.65M	Buy	+7,965	New	+$1.66M	0.78%	37

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

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

Jupiter Wealth Management held its Caterpillar (CAT) position steady in Q1 2026 at 808 shares worth $729K. The position accounts for 0.29% of the portfolio, ranked #59.

Jupiter Wealth Management first reported a position in CAT in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.54M in Q1 2022. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Jupiter Wealth Management held 808 shares of Caterpillar worth $729K as of Q1 2026.
Jupiter Wealth Management left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.29% of Jupiter Wealth Management's portfolio in Q1 2026, its #59 holding.
Jupiter Wealth Management first reported a position in Caterpillar in Q3 2021 and has held it in 19 quarters since.
Jupiter Wealth Management's Caterpillar position peaked at $2.54M in Q1 2022.
3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.