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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
Q2 		$203K Sell
190
-298
-61% -$262K 0.01% 101
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Willis Johnson & Associates reduced its Caterpillar (CAT) stake by 61% in Q2 2026, selling an estimated $262K and leaving 190 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #101.

Willis Johnson & Associates first reported a position in CAT in Q3 2024 and has held it in 5 quarters since. The position peaked at $346K in Q1 2026. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Willis Johnson & Associates held 190 shares of Caterpillar worth $203K as of Q2 2026.
  • Willis Johnson & Associates sold 298 Caterpillar shares in Q2 2026, an estimated $262K.
  • Caterpillar made up 0.01% of Willis Johnson & Associates's portfolio in Q2 2026, its #101 holding.
  • Willis Johnson & Associates first reported a position in Caterpillar in Q3 2024 and has held it in 5 quarters since.
  • Willis Johnson & Associates's Caterpillar position peaked at $346K in Q1 2026.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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