Shayne & Jacobs LLC
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Shayne & Jacobs LLC’s Caterpillar CAT Stock Holding History

Shayne & Jacobs LLC’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 		$393K Buy
484
+1
+0.2% +$848 0.12% 76
2026
Q2 		$515K Buy
483
+1
+0.2% +$878 0.15% 67
2026
Q1 		$342K Hold
482
– – 0.11% 78
2025
Q4 		$276K Buy
482
+2
+0.4% +$1.11K 0.08% 84
2025
Q3 		$229K Buy
+480
New +$205K 0.07% 91

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Shayne & Jacobs LLC's CAT Position: Q3 2026 in Review

Shayne & Jacobs LLC increased its Caterpillar (CAT) stake by 0.21% in Q3 2026, buying an estimated $848 and bringing the position to 484 shares worth $393K. The position accounts for 0.12% of the portfolio, ranked #76.

Shayne & Jacobs LLC first reported a position in CAT in Q3 2025 and has held it in 5 quarters since. The position peaked at $515K in Q2 2026. 1,772 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Shayne & Jacobs LLC held 484 shares of Caterpillar worth $393K as of Q3 2026.
  • Shayne & Jacobs LLC bought 1 Caterpillar share in Q3 2026, an estimated $848.
  • Caterpillar made up 0.12% of Shayne & Jacobs LLC's portfolio in Q3 2026, its #76 holding.
  • Shayne & Jacobs LLC first reported a position in Caterpillar in Q3 2025 and has held it in 5 quarters since.
  • Shayne & Jacobs LLC's Caterpillar position peaked at $515K in Q2 2026.
  • 1,772 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Shayne & Jacobs LLC's 13F filing for Q3 2026, filed 21 Oct 2026.