MJFG
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Mars Jewett Financial Group’s Caterpillar CAT Stock Holding History

Mars Jewett Financial Group’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 		$218K Hold
308
– – 0.07% 35
2025
Q4 		$239K Buy
+308
New +$171K 0.07% 38

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

Mars Jewett Financial Group's CAT Position: Q1 2026 in Review

Mars Jewett Financial Group held its Caterpillar (CAT) position steady in Q1 2026 at 308 shares worth $218K. The position accounts for 0.07% of the portfolio, ranked #35.

Mars Jewett Financial Group first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. The position peaked at $239K in Q4 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Mars Jewett Financial Group held 308 shares of Caterpillar worth $218K as of Q1 2026.
  • Mars Jewett Financial Group left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.07% of Mars Jewett Financial Group's portfolio in Q1 2026, its #35 holding.
  • Mars Jewett Financial Group first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
  • Mars Jewett Financial Group's Caterpillar position peaked at $239K in Q4 2025.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Mars Jewett Financial Group's 13F filing for Q1 2026, filed 15 May 2026.