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Johnson Financial Group Inc (Wisconsin)’s Caterpillar CAT Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q1 		$9.23M Sell
13,032
-954
-7% -$661K 0.33% 38
2025
Q4 		$8.01M Sell
13,986
-503
-3% -$280K 0.3% 43
2025
Q3 		$6.91M Buy
14,489
+1,168
+9% +$499K 0.26% 47
2025
Q2 		$5.17M Sell
13,321
-863
-6% -$288K 0.23% 59
2025
Q1 		$4.68M Buy
14,184
+470
+3% +$167K 0.23% 57
2024
Q4 		$5.11M Sell
13,714
-1,285
-9% -$498K 0.24% 55
2024
Q3 		$5.87M Buy
14,999
+1,251
+9% +$432K 0.27% 53
2024
Q2 		$4.58M Buy
13,748
+7,748
+129% +$2.69M 0.22% 61
2024
Q1 		$2.2M Buy
6,000
+1,236
+26% +$395K 0.12% 71
2023
Q4 		$1.41M Buy
4,764
+1,084
+29% +$281K 0.08% 88
2023
Q3 		$1M Buy
3,680
+509
+16% +$138K 0.07% 109
2023
Q2 		$780K Buy
3,171
+282
+10% +$62.9K 0.05% 143
2023
Q1 		$661K Buy
2,889
+485
+20% +$117K 0.05% 152
2022
Q4 		$576K Buy
2,404
+189
+9% +$41.1K 0.05% 151
2022
Q3 		$471K Buy
2,215
+3
+0.1% +$548 0.04% 167
2022
Q2 		$396K Sell
2,212
-13
-0.6% -$2.74K 0.03% 196
2022
Q1 		$496K Buy
2,225
+167
+8% +$35K 0.04% 196
2021
Q4 		$425K Buy
2,058
+43
+2% +$8.66K 0.03% 205
2021
Q3 		$386K Sell
2,015
-2,144
-52% -$447K 0.03% 202
2021
Q2 		$906K Buy
4,159
+2,191
+111% +$506K 0.06% 136
2021
Q1 		$456K Sell
1,968
-768
-28% -$159K 0.03% 187
2020
Q4 		$498K Buy
2,736
+1,378
+101% +$234K 0.04% 161
2020
Q3 		$203K Buy
1,358
+166
+14% +$23.3K 0.02% 193
2020
Q2 		$151K Sell
1,192
-208
-15% -$24.7K 0.02% 196
2020
Q1 		$162K Buy
1,400
+332
+31% +$42.4K 0.02% 206
2019
Q4 		$157K Sell
1,068
-1,010
-49% -$141K 0.01% 227
2019
Q3 		$263K Buy
2,078
+723
+53% +$91.9K 0.02% 206
2019
Q2 		$184K Buy
1,355
+348
+35% +$46K 0.02% 231
2019
Q1 		$136K Sell
1,007
-200
-17% -$26.6K 0.01% 248
2018
Q4 		$153K Buy
1,207
+438
+57% +$57K 0.02% 231
2018
Q3 		$118K Buy
769
+333
+76% +$47.1K 0.01% 248
2018
Q2 		$59K Sell
436
-278
-39% -$41.5K 0.01% 320
2018
Q1 		$106K Buy
714
+239
+50% +$37.7K 0.01% 265
2017
Q4 		$75K Buy
475
+200
+73% +$27.7K 0.01% 320
2017
Q3 		$34K Sell
275
-389
-59% -$44.8K ﹤0.01% 369
2017
Q2 		$71K Hold
664
– – 0.01% 321
2017
Q1 		$62K Sell
664
-2,036
-75% -$193K 0.01% 376
2016
Q4 		$250K Sell
2,700
-1,073
-28% -$97.2K 0.03% 248
2016
Q3 		$335K Buy
3,773
+523
+16% +$42.8K 0.04% 226
2016
Q2 		$246K Buy
3,250
+2,143
+194% +$161K 0.03% 260
2016
Q1 		$85K Sell
1,107
-1,118
-50% -$75K 0.02% 322
2015
Q4 		$151K Sell
2,225
-318
-13% -$22.2K 0.03% 273
2015
Q3 		$166K Sell
2,543
-336
-12% -$25.7K 0.04% 268
2015
Q2 		$244K Sell
2,879
-1,408
-33% -$121K 0.05% 232
2015
Q1 		$343K Sell
4,287
-47
-1% -$3.91K 0.07% 205
2014
Q4 		$397K Buy
4,334
+312
+8% +$30.4K 0.09% 169
2014
Q3 		$398K Sell
4,022
-478
-11% -$50.7K 0.1% 165
2014
Q2 		$489K Sell
4,500
-400
-8% -$42K 0.13% 153
2014
Q1 		$487K Buy
4,900
+520
+12% +$49K 0.14% 136
2013
Q4 		$398K Sell
4,380
-550
-11% -$47K 0.12% 151
2013
Q3 		$411K Sell
4,930
-520
-10% -$44K 0.12% 148
2013
Q2 		$450K Buy
+5,450
New +$463K 0.13% 143

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State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s CAT Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Caterpillar (CAT) stake by 6.8% in Q1 2026, selling an estimated $661K and leaving 13,032 shares worth $9.23M. The position accounts for 0.33% of the portfolio, ranked #38.

Johnson Financial Group Inc (Wisconsin) first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 13,032 shares of Caterpillar worth $9.23M as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 954 Caterpillar shares in Q1 2026, an estimated $661K.
  • Caterpillar made up 0.33% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #38 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.