SJL
CAT icon

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
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 $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

Shayne & Jacobs LLC's CAT Position: Q2 2026 in Review

Shayne & Jacobs LLC increased its Caterpillar (CAT) stake by 0.21% in Q2 2026, buying an estimated $878 and bringing the position to 483 shares worth $515K. The position accounts for 0.15% of the portfolio, ranked #67.

Shayne & Jacobs LLC first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Shayne & Jacobs LLC held 483 shares of Caterpillar worth $515K as of Q2 2026.
  • Shayne & Jacobs LLC bought 1 Caterpillar share in Q2 2026, an estimated $878.
  • Caterpillar made up 0.15% of Shayne & Jacobs LLC's portfolio in Q2 2026, its #67 holding.
  • Shayne & Jacobs LLC first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Shayne & Jacobs LLC's 13F filing for Q2 2026, filed 7 Jul 2026.