Johnson Bixby & Associates’s Caterpillar CAT Stock Holding History

Johnson Bixby & Associates’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	$399K	Hold	492	–	–	0.04%	85
2026 Q2	$524K	Sell	492 -2	-0.4%	-$1.76K	0.06%	72
2026 Q1	$350K	Sell	494 -27	-5%	-$18.7K	0.04%	92
2025 Q4	$298K	Hold	521	–	–	0.04%	100
2025 Q3	$249K	Hold	521	–	–	0.03%	104
2025 Q2	$202K	Buy	+521	New	+$174K	0.03%	120
2024 Q4	–	Sell	-521	Closed	-$204K	–	118
2024 Q3	$204K	Buy	+521	New	+$180K	0.03%	110

Other funds holding CAT

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

NPA

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Johnson Bixby & Associates's CAT Position: Q3 2026 in Review

Johnson Bixby & Associates held its Caterpillar (CAT) position steady in Q3 2026 at 492 shares worth $399K. The position accounts for 0.04% of the portfolio, ranked #85.

Johnson Bixby & Associates first reported a position in CAT in Q3 2024 and has held it in 7 quarters since. The position peaked at $524K in Q2 2026. 551 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Johnson Bixby & Associates held 492 shares of Caterpillar worth $399K as of Q3 2026.
Johnson Bixby & Associates left its Caterpillar share count unchanged in Q3 2026.
Caterpillar made up 0.04% of Johnson Bixby & Associates's portfolio in Q3 2026, its #85 holding.
Johnson Bixby & Associates first reported a position in Caterpillar in Q3 2024 and has held it in 7 quarters since.
Johnson Bixby & Associates's Caterpillar position peaked at $524K in Q2 2026.
551 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Johnson Bixby & Associates's 13F filing for Q3 2026, filed 14 Oct 2026.