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Axis Wealth Partners’s Caterpillar CAT Stock Holding History

Axis Wealth Partners’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 		– Sell
-554
Closed -$393K – 188
2026
Q1 		$393K Buy
554
+18
+3% +$12.5K 0.21% 120
2025
Q4 		$307K Sell
536
-9
-2% -$5K 0.17% 133
2025
Q3 		$260K Buy
545
+11
+2% +$4.7K 0.15% 140
2025
Q2 		$207K Buy
+534
New +$178K 0.14% 142

Other funds holding CAT

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Axis Wealth Partners's CAT Position: Q2 2026 in Review

Axis Wealth Partners sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 554 shares — an estimated $393K sold.

Axis Wealth Partners first reported a position in CAT in Q2 2025 and held it in 4 quarters. The position peaked at $393K in Q1 2026. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Axis Wealth Partners reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • Axis Wealth Partners sold 554 Caterpillar shares in Q2 2026, an estimated $393K.
  • Axis Wealth Partners first reported a position in Caterpillar in Q2 2025 and held it in 4 quarters.
  • Axis Wealth Partners's Caterpillar position peaked at $393K in Q1 2026.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.