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
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

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Axiom Investment Management's CAT Position: Q4 2022 in Review

Axiom Investment Management increased its Caterpillar (CAT) stake by 626% in Q4 2022, buying an estimated $319K and bringing the position to 1,699 shares worth $407K. The position accounts for 1.06% of the portfolio, ranked #27.

Axiom Investment Management first reported a position in CAT in Q4 2018 and has held it in 5 quarters since. The position peaked at $423K in Q4 2018. 2,283 funds tracked by Wall St. Rank hold CAT as of Q4 2022.

  • Axiom Investment Management held 1,699 shares of Caterpillar worth $407K as of Q4 2022.
  • Axiom Investment Management bought 1,465 Caterpillar shares in Q4 2022, an estimated $319K.
  • Caterpillar made up 1.06% of Axiom Investment Management's portfolio in Q4 2022, its #27 holding.
  • Axiom Investment Management first reported a position in Caterpillar in Q4 2018 and has held it in 5 quarters since.
  • Axiom Investment Management's Caterpillar position peaked at $423K in Q4 2018.
  • 2,283 funds tracked by Wall St. Rank held Caterpillar as of Q4 2022.

Based on Axiom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.