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Axel Capital Management’s Caterpillar CAT Stock Holding History

Axel Capital Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-30,000
Closed -$6.96M – 38
2021
Q1 		$6.96M Sell
30,000
-5,000
-14% -$1.04M 3.08% 13
2020
Q4 		$6.37M Sell
35,000
-75,000
-68% -$12.7M 2.07% 16
2020
Q3 		$16.4M Sell
110,000
-44,000
-29% -$6.18M 7.02% 2
2020
Q2 		$19.5M Buy
+154,000
New +$18.3M 14.66% 1

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Axel Capital Management's CAT Position: Q2 2021 in Review

Axel Capital Management sold out of Caterpillar (CAT) in Q2 2021, closing a stake of 30,000 shares — an estimated $6.96M sold.

Axel Capital Management first reported a position in CAT in Q2 2020 and held it in 4 quarters. The position peaked at $19.5M in Q2 2020. 2,022 funds tracked by Wall St. Rank hold CAT as of Q2 2021.

  • Axel Capital Management reported no remaining Caterpillar position as of Q2 2021 after selling out during the quarter.
  • Axel Capital Management sold 30,000 Caterpillar shares in Q2 2021, an estimated $6.96M.
  • Axel Capital Management first reported a position in Caterpillar in Q2 2020 and held it in 4 quarters.
  • Axel Capital Management's Caterpillar position peaked at $19.5M in Q2 2020.
  • 2,022 funds tracked by Wall St. Rank held Caterpillar as of Q2 2021.

Based on Axel Capital Management's 13F filing for Q2 2021, filed 4 Aug 2021.