TRITONPOINT WEALTH, LLC JHEQX β€” CATERPILLAR INC

Ownership history in TRITONPOINT WEALTH, LLC  Β·  6 quarters on record

AI Ownership Summary

TRITONPOINT WEALTH, LLC reported CATERPILLAR INC (JHEQX) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.44% in 2025 Q4. The latest visible filing shows JHEQX at 0.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JHEQX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TRITONPOINT WEALTH, LLC's position in CATERPILLAR INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JHEQX was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JHEQX stock page TRITONPOINT WEALTH, LLC fund profile TRITONPOINT WEALTH, LLC full holdings
How TRITONPOINT WEALTH, LLC held JHEQX β€” position size vs. price
% of Fund (quarterly)    JHEQX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 121,131 -437 -0.4% 0.44% $4.1M 2026-04-21 $34.57
2025 Q4 REDUCED β€” β€” β€” 121,568 -675 -0.6% 0.44% $4.3M 2026-01-20 $34.98
2025 Q3 REDUCED β€” β€” β€” 122,243 -590 -0.5% 0.36% $4.2M 2025-10-15 $34.33
2025 Q2 REDUCED β€” β€” β€” 122,833 -614 -0.5% 0.38% $4.1M 2025-07-17 $33.35
2025 Q1 REDUCED β€” β€” β€” 123,447 -421 -0.3% 0.37% $3.9M 2025-04-16 $30.13
2024 Q4 INITIATED β€” β€” β€” 123,868 β€” β€” 0.37% $4.1M 2025-01-24 $33.49

🏒 Other funds also holding JHEQX

As of 2026 Q2 β€” sorted by position size

McLaughlin Asset Management, Inc. 1.35% NEVILLE RODIE & SHAW INC 3Y 7Y 0.64% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.0%

FAQ About TRITONPOINT WEALTH, LLC and JHEQX

These are the practical questions this page is built to answer before you even open the full history table.

How long has TRITONPOINT WEALTH, LLC reported owning JHEQX?

TRITONPOINT WEALTH, LLC reported JHEQX across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported JHEQX position in TRITONPOINT WEALTH, LLC's portfolio?

The largest reported portfolio weight for JHEQX was 0.44% in 2025 Q4.

What is the latest reported JHEQX position on this page?

The most recent filing on this page is 2026 Q1, when TRITONPOINT WEALTH, LLC reported 121,131 shares, equal to 0.44% of portfolio, with an estimated market value of $4.1M.

What does the chart on this JHEQX ownership page compare?

The chart compares TRITONPOINT WEALTH, LLC's quarterly JHEQX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did TRITONPOINT WEALTH, LLC time their JHEQX position?

Based on 13F filing dates vs. subsequent JHEQX price moves, TRITONPOINT WEALTH, LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on JHEQX relative to SPY over the holding period was -9.9%.

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