Johnson Wealth Management »

Caterpillar shares owned by Johnson Wealth Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Johnson Wealth Management from 13F filings

Historical chart of Johnson Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Johnson Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Johnson Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $228k 214 1064.90

More positions owned by Johnson Wealth Management

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Real Esta Etf (DFAR)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)

View all positions for Johnson Wealth Management

Top funds holding Caterpillar

BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates
Bank of America Corporation

View all funds holding Caterpillar