WJA
CAT icon

Willis Johnson & Associates’s Caterpillar CAT Stock Holding History

Willis 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 		$346K Sell
488
-55
-10% -$38.1K 0.02% 141
2025
Q4 		$311K Buy
543
+18
+3% +$10K 0.02% 140
2025
Q3 		$251K Buy
+525
New +$224K 0.02% 155
2024
Q4 		– Sell
-665
Closed -$260K – 160
2024
Q3 		$260K Buy
+665
New +$230K 0.02% 134

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

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

Willis Johnson & Associates reduced its Caterpillar (CAT) stake by 10% in Q1 2026, selling an estimated $38.1K and leaving 488 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #141.

Willis Johnson & Associates first reported a position in CAT in Q3 2024 and has held it in 4 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Willis Johnson & Associates held 488 shares of Caterpillar worth $346K as of Q1 2026.
  • Willis Johnson & Associates sold 55 Caterpillar shares in Q1 2026, an estimated $38.1K.
  • Caterpillar made up 0.02% of Willis Johnson & Associates's portfolio in Q1 2026, its #141 holding.
  • Willis Johnson & Associates first reported a position in Caterpillar in Q3 2024 and has held it in 4 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.