JVL Associates
CAT icon

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
Q3 		$587K Sell
724
-17
-2% -$14.4K 0.17% 43
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

JVL Associates's CAT Position: Q3 2026 in Review

JVL Associates reduced its Caterpillar (CAT) stake by 2.3% in Q3 2026, selling an estimated $14.4K and leaving 724 shares worth $587K. The position accounts for 0.17% of the portfolio, ranked #43.

JVL Associates first reported a position in CAT in Q2 2025 and has held it in 6 quarters since. The position peaked at $789K in Q2 2026. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • JVL Associates held 724 shares of Caterpillar worth $587K as of Q3 2026.
  • JVL Associates sold 17 Caterpillar shares in Q3 2026, an estimated $14.4K.
  • Caterpillar made up 0.17% of JVL Associates's portfolio in Q3 2026, its #43 holding.
  • JVL Associates first reported a position in Caterpillar in Q2 2025 and has held it in 6 quarters since.
  • JVL Associates's Caterpillar position peaked at $789K in Q2 2026.
  • 2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on JVL Associates's 13F filing for Q3 2026, filed 9 Oct 2026.