SJIM
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St. Johns Investment Management’s Caterpillar CAT Stock Holding History

St. Johns Investment 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
2019
Q4 		– Sell
-300
Closed -$1K – 150
2019
Q3 		$1K Buy
+300
New +$38.1K ﹤0.01% 150

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

St. Johns Investment Management's CAT Position: Q1 2026 in Review

St. Johns Investment Management held its Caterpillar (CAT) position steady in Q1 2026 at 250 shares worth $177K. The position accounts for 0.07% of the portfolio, ranked #88.

St. Johns Investment Management first reported a position in CAT in Q1 2014 and has held it in 25 quarters since. The position peaked at $1.09M in Q2 2014. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • St. Johns Investment Management held 250 shares of Caterpillar worth $177K as of Q1 2026.
  • St. Johns Investment Management left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.07% of St. Johns Investment Management's portfolio in Q1 2026, its #88 holding.
  • St. Johns Investment Management first reported a position in Caterpillar in Q1 2014 and has held it in 25 quarters since.
  • St. Johns Investment Management's Caterpillar position peaked at $1.09M in Q2 2014.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on St. Johns Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.