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JVL Associates’s Caterpillar CAT Stock Holding History

JVL Associates’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 		$789K Buy
741
+57
+8% +$50.1K 0.22% 36
2026
Q1 		$485K Buy
684
+31
+5% +$21.5K 0.16% 43
2025
Q4 		$374K Buy
653
+16
+3% +$8.89K 0.12% 48
2025
Q3 		$304K Sell
637
-2
-0.3% -$854 0.1% 49
2025
Q2 		$248K Buy
+639
New +$213K 0.09% 56

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JVL Associates's CAT Position: Q2 2026 in Review

JVL Associates increased its Caterpillar (CAT) stake by 8.3% in Q2 2026, buying an estimated $50.1K and bringing the position to 741 shares worth $789K. The position accounts for 0.22% of the portfolio, ranked #36.

JVL Associates first reported a position in CAT in Q2 2025 and has held it in 5 quarters since. 1,988 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • JVL Associates held 741 shares of Caterpillar worth $789K as of Q2 2026.
  • JVL Associates bought 57 Caterpillar shares in Q2 2026, an estimated $50.1K.
  • Caterpillar made up 0.22% of JVL Associates's portfolio in Q2 2026, its #36 holding.
  • JVL Associates first reported a position in Caterpillar in Q2 2025 and has held it in 5 quarters since.
  • 1,988 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on JVL Associates's 13F filing for Q2 2026, filed 6 Jul 2026.