JBA
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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Johnson Bixby & Associates's CAT Position: Q2 2026 in Review

Johnson Bixby & Associates reduced its Caterpillar (CAT) stake by 0.4% in Q2 2026, selling an estimated $1.76K and leaving 492 shares worth $524K. The position accounts for 0.06% of the portfolio, ranked #72.

Johnson Bixby & Associates first reported a position in CAT in Q3 2024 and has held it in 6 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Johnson Bixby & Associates held 492 shares of Caterpillar worth $524K as of Q2 2026.
  • Johnson Bixby & Associates sold 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
  • Caterpillar made up 0.06% of Johnson Bixby & Associates's portfolio in Q2 2026, its #72 holding.
  • Johnson Bixby & Associates first reported a position in Caterpillar in Q3 2024 and has held it in 6 quarters since.
  • 4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.