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Caterpillar shares owned by Johnson Financial Group

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

Historical chart of Johnson Financial Group investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Johnson Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 4.8k 295.67
2023-09-30 $1.0M 3.7k 273.00
2023-06-30 $780k 3.2k 246.05
2023-03-31 $661k 2.9k 228.84
2022-12-31 $576k 2.4k 239.56
2022-09-30 $480k 2.2k 216.67
2022-06-30 $398k 2.2k 180.00
2022-03-31 $501k 2.2k 225.00
2021-12-31 $422k 2.1k 205.00
2021-09-30 $383k 2.0k 190.00
2021-06-30 $915k 4.2k 220.00
2021-03-31 $453k 2.0k 230.00
2020-12-31 $493k 2.7k 180.00
2020-09-30 $204k 1.4k 150.00
2020-06-30 $155k 1.2k 130.00
2020-03-31 $162k 1.4k 115.52
2019-12-31 $157k 1.1k 147.32
2019-09-30 $263k 2.1k 126.45
2019-06-30 $184k 1.4k 136.03
2019-03-31 $136k 1.0k 135.41
2018-12-31 $153k 1.2k 127.10
2018-09-30 $118k 769 152.96
2018-06-30 $59k 436 134.55
2018-03-31 $106k 714 148.28
2017-12-31 $74k 475 156.36
2017-09-30 $34k 275 123.64
2017-06-30 $72k 664 107.76
2017-03-31 $62k 664 92.67
2016-12-31 $250k 2.7k 92.59
2016-09-30 $335k 3.8k 88.72
2016-06-30 $246k 3.3k 75.74
2016-03-31 $85k 1.1k 76.78
2015-12-31 $151k 2.2k 67.87
2015-09-30 $166k 2.5k 65.28
2015-06-30 $244k 2.9k 84.75
2015-03-31 $343k 4.3k 80.01
2014-12-31 $397k 4.3k 91.60
2014-09-30 $398k 4.0k 98.96
2014-06-30 $489k 4.5k 108.67
2014-03-31 $487k 4.9k 99.39
2013-12-31 $398k 4.4k 90.87
2013-09-30 $411k 4.9k 83.37
2013-06-30 $450k 5.5k 82.57
2011-03-31 $575k 5.2k 111.51