Johnson Midwest Financial’s Caterpillar CAT Stock Holding History

Johnson Midwest Financial’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
2023 Q3	$134K	Buy	490 +2	+0.4%	+$543	0.3%	42
2023 Q2	$120K	Buy	488 +2	+0.4%	+$446	0.11%	47
2023 Q1	$111K	Buy	486 +2	+0.4%	+$484	0.16%	47
2022 Q4	$116K	Buy	484 +2	+0.4%	+$435	0.42%	41
2022 Q3	$79	Buy	482 +2	+0.4%	+$365	0.3%	56
2022 Q2	$86K	Buy	480 +2	+0.4%	+$421	0.12%	59
2022 Q1	$106K	Buy	478 +2	+0.4%	+$419	0.15%	46
2021 Q4	$98K	Buy	476 +2	+0.4%	+$403	0.07%	55
2021 Q3	$91K	Buy	474 +243	+105%	+$50.6K	0.07%	59
2021 Q2	$50K	Hold	231	–	–	0.05%	95
2021 Q1	$53K	Buy	231 +1	+0.4%	+$207	0.06%	85
2020 Q4	$42K	Buy	+230	New	+$39K	0.04%	99

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Johnson Midwest Financial's CAT Position: Q3 2023 in Review

Johnson Midwest Financial increased its Caterpillar (CAT) stake by 0.41% in Q3 2023, buying an estimated $543 and bringing the position to 490 shares worth $134K. The position accounts for 0.3% of the portfolio, ranked #42.

Johnson Midwest Financial first reported a position in CAT in Q4 2020 and has held it in 12 quarters since. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2023.

Johnson Midwest Financial held 490 shares of Caterpillar worth $134K as of Q3 2023.
Johnson Midwest Financial bought 2 Caterpillar shares in Q3 2023, an estimated $543.
Caterpillar made up 0.3% of Johnson Midwest Financial's portfolio in Q3 2023, its #42 holding.
Johnson Midwest Financial first reported a position in Caterpillar in Q4 2020 and has held it in 12 quarters since.
2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.