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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Axim Planning & Wealth's CAT Position: Q1 2026 in Review

Axim Planning & Wealth held its Caterpillar (CAT) position steady in Q1 2026 at 832 shares worth $589K. The position accounts for 0.72% of the portfolio, ranked #23.

Axim Planning & Wealth first reported a position in CAT in Q3 2023 and has held it in 11 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Axim Planning & Wealth held 832 shares of Caterpillar worth $589K as of Q1 2026.
  • Axim Planning & Wealth left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.72% of Axim Planning & Wealth's portfolio in Q1 2026, its #23 holding.
  • Axim Planning & Wealth first reported a position in Caterpillar in Q3 2023 and has held it in 11 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.