JFGLC
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Johnson Financial Group LLC (Colorado)’s Caterpillar CAT Stock Holding History

Johnson Financial Group LLC (Colorado)’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 		$979K Buy
919
+304
+49% +$267K 0.05% 89
2026
Q1 		$436K Buy
+615
New +$426K 0.03% 99

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Vanguard Portfolio Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
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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 Financial Group LLC (Colorado)'s CAT Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) increased its Caterpillar (CAT) stake by 49% in Q2 2026, buying an estimated $267K and bringing the position to 919 shares worth $979K. The position accounts for 0.05% of the portfolio, ranked #89.

Johnson Financial Group LLC (Colorado) first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Johnson Financial Group LLC (Colorado) held 919 shares of Caterpillar worth $979K as of Q2 2026.
  • Johnson Financial Group LLC (Colorado) bought 304 Caterpillar shares in Q2 2026, an estimated $267K.
  • Caterpillar made up 0.05% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #89 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.