Johnson Financial Group, Inc.

Position in CAT — Caterpillar Inc

CIK 1477024 RACINE, WI

Position in CAT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$12,789,448

+$3,556,798 QoQ

Shares Held

12,010

-7.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.59%

of 13F equity value

Holder Rank

#749

of 4,031 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Industrials · as of Jun 30, 2026

Johnson Financial Group, Inc. holds $14,173,204 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (90.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	12,010	$12,789,448
2	DE	Deere & Co	1,343	$851,904
3	PCAR	Paccar Inc	4,339	$521,199
4	AGCO	Agco Corp /De	89	$10,653

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,789,448	12,010	-7.8%	Shares	Defined	2026-08-10
2026-03-31	$9,232,650	13,032	-6.8%	Shares	Defined	2026-05-07
2025-12-31	$8,012,159	13,986	-3.5%	Shares	Defined	2026-02-12
2025-09-30	$6,913,426	14,489	+8.8%	Shares	Defined	2025-11-13
2025-06-30	$5,171,345	13,321	-6.1%	Shares	Defined	2025-08-13
2025-03-31	$4,677,882	14,184	+3.4%	Shares	Defined	2025-05-15
2024-12-31	$4,974,889	13,714	-8.6%	Shares	Defined	2025-02-14
2024-09-30	$5,866,408	14,999	+9.1%	Shares	Defined	2024-11-13
2024-06-30	$4,579,458	13,748	+129.1%	Shares	Defined	2024-08-14
2024-03-31	$2,198,579	6,000	+25.9%	Shares	Defined	2024-05-14
2023-12-31	$1,408,570	4,764	+29.5%	Shares	Defined	2024-02-09
2023-09-30	$1,004,640	3,680	+16.1%	Shares	Defined	2023-11-14
2023-06-30	$780,224	3,171	+9.8%	Shares	Defined	2023-08-14
2023-03-31	$661,118	2,889	+20.2%	Shares	Defined	2023-05-12
2022-12-31	$575,902	2,404	+8.5%	Shares	Defined	2023-02-13
2022-09-30	$363,436	2,215	+0.1%	Shares	Defined	2022-11-14
2022-06-30	$395,417	2,212	-0.6%	Shares	Defined	2022-08-15
2022-03-31	$495,774	2,225	+8.1%	Shares	Defined	2022-05-16
2021-12-31	$425,470	2,058	+2.1%	Shares	Defined	2022-02-14
2021-09-30	$386,819	2,015	-51.6%	Shares	Defined	2021-11-12
2021-06-30	$905,123	4,159	+111.3%	Shares	Defined	2021-08-13
2021-03-31	$456,320	1,968	-28.1%	Shares	Defined	2021-05-14
2020-12-31	$498,006	2,736	+101.5%	Shares	Defined	2021-02-12
2020-09-30	$202,545	1,358	+13.9%	Shares	Defined	2020-11-12
2020-06-30	$150,787	1,192	-14.9%	Shares	Defined	2020-08-11
2020-03-31	$162,455	1,400	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.