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Axim Planning & Wealth’s Caterpillar CAT Stock Holding History

Axim Planning & Wealth’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
2026
Q2 		$916K Buy
860
+28
+3% +$24.6K 1.28% 9
2026
Q1 		$589K Hold
832
– – 0.72% 23
2025
Q4 		$477K Hold
832
– – 0.5% 34
2025
Q3 		$397K Buy
832
+32
+4% +$13.7K 0.31% 38
2025
Q2 		$311K Sell
800
-16
-2% -$5.33K 0.28% 26
2025
Q1 		$269K Buy
816
+16
+2% +$5.7K 0.24% 24
2024
Q4 		$290K Sell
800
-16
-2% -$6.21K 0.31% 22
2024
Q3 		$319K Buy
816
+16
+2% +$5.53K 0.36% 19
2024
Q2 		$266K Hold
800
– – 0.32% 18
2024
Q1 		$293K Hold
800
– – 0.24% 15
2023
Q4 		$237K Hold
800
– – 0.22% 22
2023
Q3 		$218K Buy
+800
New +$217K 0.19% 24

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Axim Planning & Wealth's CAT Position: Q2 2026 in Review

Axim Planning & Wealth increased its Caterpillar (CAT) stake by 3.4% in Q2 2026, buying an estimated $24.6K and bringing the position to 860 shares worth $916K. The position accounts for 1.28% of the portfolio, ranked #9.

Axim Planning & Wealth first reported a position in CAT in Q3 2023 and has held it in 12 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Axim Planning & Wealth held 860 shares of Caterpillar worth $916K as of Q2 2026.
  • Axim Planning & Wealth bought 28 Caterpillar shares in Q2 2026, an estimated $24.6K.
  • Caterpillar made up 1.28% of Axim Planning & Wealth's portfolio in Q2 2026, its #9 holding.
  • Axim Planning & Wealth first reported a position in Caterpillar in Q3 2023 and has held it in 12 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.