AIM
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Axiom Investment Management’s Caterpillar CAT Stock Holding History

Axiom Investment 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
2026
Q2 		$36.2K Buy
+34
New +$29.9K 0.02% 239
2022
Q4 		$407K Buy
1,699
+1,465
+626% +$319K 1.06% 27
2022
Q3 		$40K Buy
+234
New +$42.7K 0.08% 175
2019
Q3 		– Sell
-1,784
Closed -$243K – 247
2019
Q2 		$243K Sell
1,784
-14
-0.8% -$1.85K 0.04% 323
2019
Q1 		$244K Sell
1,798
-1,530
-46% -$203K 0.05% 313
2018
Q4 		$423K Buy
+3,328
New +$433K 0.09% 207

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

Axiom Investment Management's CAT Position: Q2 2026 in Review

Axiom Investment Management opened a new position in Caterpillar (CAT) in Q2 2026: 34 shares worth $36.2K. The stake represents 0.02% of the portfolio and ranks #239 among its holdings. This is a return to the name: Axiom Investment Management previously reported a position in CAT as recently as Q4 2022.

Axiom Investment Management first reported a position in CAT in Q4 2018 and has held it in 6 quarters since. The position peaked at $423K in Q4 2018. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Axiom Investment Management held 34 shares of Caterpillar worth $36.2K as of Q2 2026.
  • Caterpillar was a new Axiom Investment Management position in Q2 2026.
  • Caterpillar made up 0.02% of Axiom Investment Management's portfolio in Q2 2026, its #239 holding.
  • Axiom Investment Management first reported a position in Caterpillar in Q4 2018 and has held it in 6 quarters since.
  • Axiom Investment Management's Caterpillar position peaked at $423K in Q4 2018.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Axiom Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.