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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
Q2 		$1.06K Hold
1
– – 0.02% 90
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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

Ross\Johnson & Associates's CAT Position: Q2 2026 in Review

Ross\Johnson & Associates held its Caterpillar (CAT) position steady in Q2 2026 at 1 share worth $1.06K. The position accounts for 0.02% of the portfolio, ranked #90.

Ross\Johnson & Associates first reported a position in CAT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.15K in Q4 2025. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Ross\Johnson & Associates held 1 share of Caterpillar worth $1.06K as of Q2 2026.
  • Ross\Johnson & Associates left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.02% of Ross\Johnson & Associates's portfolio in Q2 2026, its #90 holding.
  • Ross\Johnson & Associates first reported a position in Caterpillar in Q1 2025 and has held it in 6 quarters since.
  • Ross\Johnson & Associates's Caterpillar position peaked at $1.15K in Q4 2025.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Ross\Johnson & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.