AC
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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
Q2 		– Sell
-1,302
Closed -$922K – 1031
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 $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

AXQ Capital's CAT Position: Q2 2026 in Review

AXQ Capital sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 1,302 shares — an estimated $922K sold.

AXQ Capital first reported a position in CAT in Q4 2022 and held it in 8 quarters. The position peaked at $2.36M in Q4 2024. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • AXQ Capital reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • AXQ Capital sold 1,302 Caterpillar shares in Q2 2026, an estimated $922K.
  • AXQ Capital first reported a position in Caterpillar in Q4 2022 and held it in 8 quarters.
  • AXQ Capital's Caterpillar position peaked at $2.36M in Q4 2024.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on AXQ Capital's 13F filing for Q2 2026, filed 6 Aug 2026.