Johnson & White Wealth Management’s Caterpillar CAT Stock Holding History

Johnson & White Wealth Management’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	$209K	Buy	+196	New	+$172K	0.08%	113

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Johnson & White Wealth Management's CAT Position: Q2 2026 in Review

Johnson & White Wealth Management opened a new position in Caterpillar (CAT) in Q2 2026: 196 shares worth $209K. The stake represents 0.08% of the portfolio and ranks #113 among its holdings.

736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Johnson & White Wealth Management held 196 shares of Caterpillar worth $209K as of Q2 2026.
Caterpillar was a new Johnson & White Wealth Management position in Q2 2026.
Caterpillar made up 0.08% of Johnson & White Wealth Management's portfolio in Q2 2026, its #113 holding.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.