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Caterpillar shares owned by Lee Johnson Capital Management

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

Historical chart of Lee Johnson Capital Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Lee Johnson Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.8M 6.8k 708.46

More positions owned by Lee Johnson Capital Management

Innovator Etfs Trust Defined Wlt Shld (BALT)
Innovator Etfs Trust Equity Dual Nov (DDFN)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Actively Managed Exc Msci Eafe Income (EFAA)
Ishares Tr Russell 2000 Etf (IWM)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Corning Incorporated (GLW)
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Howmet Aerospace (HWM)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Alphabet Cap Stk Cl A (GOOGL)
Caterpillar (CAT)
Ge Aerospace Com New (GE)

View all positions for Lee Johnson Capital Management

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar