SJS Investment Consulting
CAT icon

SJS Investment Consulting’s Caterpillar CAT Stock Holding History

SJS Investment Consulting’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 		$1.31M Buy
1,611
+107
+7% +$90.7K 0.13% 43
2026
Q2 		$1.6M Buy
1,504
+116
+8% +$102K 0.17% 36
2026
Q1 		$983K Sell
1,388
-986
-42% -$683K 0.12% 46
2025
Q4 		$1.36M Buy
2,374
+55
+2% +$30.6K 0.17% 36
2025
Q3 		$1.11M Buy
2,319
+980
+73% +$418K 0.15% 43
2025
Q2 		$520K Sell
1,339
-15
-1% -$5K 0.08% 54
2025
Q1 		$447K Hold
1,354
– – 0.08% 57
2024
Q4 		$491K Sell
1,354
-14
-1% -$5.43K 0.08% 54
2024
Q3 		$535K Sell
1,368
-1
-0.1% -$345 0.09% 50
2024
Q2 		$456K Hold
1,369
– – 0.09% 52
2024
Q1 		$502K Buy
1,369
+93
+7% +$29.7K 0.1% 51
2023
Q4 		$377K Hold
1,276
– – 0.09% 54
2023
Q3 		$348K Buy
1,276
+8
+0.6% +$2.17K 0.09% 53
2023
Q2 		$312K Hold
1,268
– – 0.08% 57
2023
Q1 		$290K Sell
1,268
-2
-0.2% -$484 0.08% 59
2022
Q4 		$304K Sell
1,270
-42
-3% -$9.14K 0.09% 58
2022
Q3 		$215K Buy
+1,312
New +$240K 0.07% 71
2022
Q1 		$290K Buy
1,298
+14
+1% +$2.94K 0.09% 72
2021
Q4 		$265K Buy
+1,284
New +$259K 0.08% 75

Other funds holding CAT

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

SJS Investment Consulting's CAT Position: Q3 2026 in Review

SJS Investment Consulting increased its Caterpillar (CAT) stake by 7.1% in Q3 2026, buying an estimated $90.7K and bringing the position to 1,611 shares worth $1.31M. The position accounts for 0.13% of the portfolio, ranked #43.

SJS Investment Consulting first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.6M in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • SJS Investment Consulting held 1,611 shares of Caterpillar worth $1.31M as of Q3 2026.
  • SJS Investment Consulting bought 107 Caterpillar shares in Q3 2026, an estimated $90.7K.
  • Caterpillar made up 0.13% of SJS Investment Consulting's portfolio in Q3 2026, its #43 holding.
  • SJS Investment Consulting first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • SJS Investment Consulting's Caterpillar position peaked at $1.6M in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on SJS Investment Consulting's 13F filing for Q3 2026, filed 26 Oct 2026.