JOHNSON INVESTMENT COUNSEL INC

Position in CAT — Caterpillar Inc

CIK 821197 Cincinnati, OH

Position in CAT

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$9,326,875

+$1,212,172 QoQ

Shares Held

13,165

-7.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 67% Shared 0% None 33%

Industrials · as of Mar 31, 2026

JOHNSON INVESTMENT COUNSEL INC holds $20,724,465 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (45.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	13,165	$9,326,875
2	PCAR	Paccar Inc	52,252	$6,035,106
3	DE	Deere & Co	7,061	$3,977,461
4	HY	Hyster-Yale, Inc.	42,603	$1,385,023

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,326,875	13,165	-7.1%	Shares	Sole	2026-05-04
2025-12-31	$8,114,703	14,165	-4.3%	Shares	Sole	2026-02-13
2025-09-30	$7,061,342	14,799	+3.5%	Shares	Sole	2025-11-06
2025-06-30	$5,552,179	14,302	+13.9%	Shares	Sole	2025-07-25
2025-03-31	$4,140,309	12,554	-0.8%	Shares	Sole	2025-04-21
2024-12-31	$4,592,178	12,659	+1.3%	Shares	Sole	2025-02-07
2024-09-30	$4,888,608	12,499	+10.2%	Shares	Sole	2024-11-04
2024-06-30	$3,778,686	11,344	-0.5%	Shares	Sole	2024-08-08
2024-03-31	$4,175,836	11,396	-0.1%	Shares	Sole	2024-05-09
2023-12-31	$3,373,003	11,408	+2.5%	Shares	Sole	2024-02-07
2023-09-30	$3,038,217	11,129	+14.0%	Shares	Sole	2023-11-13
2023-06-30	$2,402,432	9,764	+3.4%	Shares	Sole	2023-08-10
2023-03-31	$2,160,478	9,441	+2.7%	Shares	Sole	2023-05-15
2022-12-31	$2,201,316	9,189	+0.7%	Shares	Sole	2023-02-14
2022-09-30	$1,497,558	9,127	+7.4%	Shares	Sole	2022-11-14
2022-06-30	$1,518,566	8,495	+1.3%	Shares	Sole	2022-08-15
2022-03-31	$1,869,014	8,388	-2.7%	Shares	Sole	2022-05-11
2021-12-31	$1,781,478	8,617	-1.7%	Shares	Sole	2022-02-15
2021-09-30	$1,683,000	8,767	+3.7%	Shares	Sole	2021-11-12
2021-06-30	$1,840,061	8,455	-1.3%	Shares	Sole	2021-08-13
2021-03-31	$1,986,662	8,568	+6.3%	Shares	Sole	2021-05-14
2020-12-31	$1,467,445	8,062	+2.5%	Shares	Sole	2021-02-12
2020-09-30	$1,173,363	7,867	-8.5%	Shares	Sole	2020-11-16
2020-06-30	$1,087,394	8,596	-3.7%	Shares	Sole	2020-08-13
2020-03-31	$1,036,237	8,930	—	Shares	Sole	2020-05-20
No filing history on record for this holder in this stock.