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Livermore
Livermore
ZHEN

Johnson Financial Group, Inc.

SEC CIK
0001477024
Latest filing
Aug 10, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Johnson Financial Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overviewAll 13F holders of CATFull Q2 2026 holdings

Shares (Q2 2026)
12,010
Value
$12.8M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of CAT by Johnson Financial Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,010$12.8M0.4%−1,022−7.8%ReducedHolders
Q1 202613,032$9.23M0.3%−954−6.8%ReducedHolders
Q4 202513,986$8.01M0.3%−503−3.5%ReducedHolders
Q3 202514,489$6.91M0.3%+1,168+8.8%AddedHolders
Q2 202513,321$5.17M0.2%−863−6.1%ReducedHolders
Q1 202514,184$4.68M0.2%+470+3.4%AddedHolders
Q4 202413,714$5.11M0.2%−1,285−8.6%ReducedHolders
Q3 202414,999$5.87M0.3%+1,251+9.1%AddedHolders
Q2 202413,748$4.58M0.2%+7,748+129.1%AddedHolders
Q1 20246,000$2.20M0.1%+1,236+25.9%AddedHolders
Q4 20234,764$1.41M0.1%+1,084+29.5%AddedHolders
Q3 20233,680$1.00M0.1%+509+16.1%AddedHolders
Q2 20233,171$780.2K0.1%+282+9.8%AddedHolders
Q1 20232,889$661.1K<0.1%+485+20.2%AddedHolders
Q4 20222,404$575.9K<0.1%+189+8.5%AddedHolders
Q3 20222,215$471.0K<0.1%+3+0.1%AddedHolders
Q2 20222,212$396.0K<0.1%−13−0.6%ReducedHolders
Q1 20222,225$496.0K<0.1%+167+8.1%AddedHolders
Q4 20212,058$425.0K<0.1%+43+2.1%AddedHolders
Q3 20212,015$386.0K<0.1%−2,144−51.6%ReducedHolders
Q2 20214,159$906.0K0.1%+2,191+111.3%AddedHolders
Q1 20211,968$456.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.