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 $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

St. Johns Investment Management's CAT Position: Q2 2026 in Review

St. Johns Investment Management held its Caterpillar (CAT) position steady in Q2 2026 at 250 shares worth $266K. The position accounts for 0.1% of the portfolio, ranked #85.

St. Johns Investment Management first reported a position in CAT in Q1 2014 and has held it in 26 quarters since. The position peaked at $1.09M in Q2 2014. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • St. Johns Investment Management held 250 shares of Caterpillar worth $266K as of Q2 2026.
  • St. Johns Investment Management left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.1% of St. Johns Investment Management's portfolio in Q2 2026, its #85 holding.
  • St. Johns Investment Management first reported a position in Caterpillar in Q1 2014 and has held it in 26 quarters since.
  • St. Johns Investment Management's Caterpillar position peaked at $1.09M in Q2 2014.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on St. Johns Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.