AC
CAT icon

AXQ Capital’s Caterpillar CAT Stock Holding History

AXQ Capital’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 		$922K Buy
+1,302
New +$902K 0.12% 256
2025
Q3 		– Sell
-1,560
Closed -$606K – 606
2025
Q2 		$606K Buy
1,560
+559
+56% +$186K 0.2% 163
2025
Q1 		$330K Sell
1,001
-5,500
-85% -$1.96M 0.13% 269
2024
Q4 		$2.36M Buy
6,501
+4,412
+211% +$1.71M 1.06% 2
2024
Q3 		$817K Sell
2,089
-4,587
-69% -$1.58M 0.25% 161
2024
Q2 		$2.22M Buy
+6,676
New +$2.31M 0.52% 38
2023
Q2 		– Sell
-3,900
Closed -$892K – 320
2023
Q1 		$892K Buy
3,900
+1,100
+39% +$266K 0.35% 68
2022
Q4 		$671K Buy
+2,800
New +$610K 0.47% 68

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

AXQ Capital's CAT Position: Q1 2026 in Review

AXQ Capital opened a new position in Caterpillar (CAT) in Q1 2026: 1,302 shares worth $922K. The stake represents 0.12% of the portfolio and ranks #256 among its holdings. This is a return to the name: AXQ Capital previously reported a position in CAT as recently as Q2 2025.

AXQ Capital first reported a position in CAT in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.36M in Q4 2024. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • AXQ Capital held 1,302 shares of Caterpillar worth $922K as of Q1 2026.
  • Caterpillar was a new AXQ Capital position in Q1 2026.
  • Caterpillar made up 0.12% of AXQ Capital's portfolio in Q1 2026, its #256 holding.
  • AXQ Capital first reported a position in Caterpillar in Q4 2022 and has held it in 8 quarters since.
  • AXQ Capital's Caterpillar position peaked at $2.36M in Q4 2024.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on AXQ Capital's 13F filing for Q1 2026, filed 13 May 2026.