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Ross\Johnson & Associates’s Caterpillar CAT Stock Holding History

Ross\Johnson & 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
Q1 		$708 Sell
1
-1
-50% -$693 0.01% 90
2025
Q4 		$1.15K Buy
2
+1
+100% +$556 0.02% 89
2025
Q3 		$477 Hold
1
– – 0.01% 106
2025
Q2 		$388 Hold
1
– – 0.01% 117
2025
Q1 		$329 Buy
+1
New +$356 0.01% 279

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Ross\Johnson & Associates's CAT Position: Q1 2026 in Review

Ross\Johnson & Associates reduced its Caterpillar (CAT) stake by 50% in Q1 2026, selling an estimated $693 and leaving 1 share worth $708. The position accounts for 0.01% of the portfolio, ranked #90.

Ross\Johnson & Associates first reported a position in CAT in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.15K in Q4 2025. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Ross\Johnson & Associates held 1 share of Caterpillar worth $708 as of Q1 2026.
  • Ross\Johnson & Associates sold 1 Caterpillar share in Q1 2026, an estimated $693.
  • Caterpillar made up 0.01% of Ross\Johnson & Associates's portfolio in Q1 2026, its #90 holding.
  • Ross\Johnson & Associates first reported a position in Caterpillar in Q1 2025 and has held it in 5 quarters since.
  • Ross\Johnson & Associates's Caterpillar position peaked at $1.15K in Q4 2025.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Ross\Johnson & Associates's 13F filing for Q1 2026, filed 8 May 2026.