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AXS Investments’s Caterpillar CAT Stock Holding History

AXS Investments’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 		$640K Sell
904
-130
-13% -$90K 0.26% 77
2025
Q4 		$592K Buy
1,034
+350
+51% +$195K 0.2% 93
2025
Q3 		$326K Sell
684
-370
-35% -$158K 0.1% 113
2025
Q2 		$409K Sell
1,054
-597
-36% -$199K 0.17% 120
2025
Q1 		$545K Buy
1,651
+68
+4% +$24.2K 0.15% 174
2024
Q4 		$574K Sell
1,583
-3,625
-70% -$1.41M 0.16% 182
2024
Q3 		$2.04M Sell
5,208
-771
-13% -$266K 0.54% 45
2024
Q2 		$1.99M Sell
5,979
-172
-3% -$59.6K 0.55% 40
2024
Q1 		$2.25M Sell
6,151
-1,113
-15% -$356K 0.54% 39
2023
Q4 		$2.15M Buy
7,264
+835
+13% +$217K 0.51% 51
2023
Q3 		$1.76M Buy
6,429
+3,906
+155% +$1.06M 0.45% 65
2023
Q2 		$621K Sell
2,523
-151
-6% -$33.7K 0.17% 196
2023
Q1 		$612K Sell
2,674
-85
-3% -$20.5K 0.2% 163
2022
Q4 		$661K Sell
2,759
-373
-12% -$81.2K 0.24% 145
2022
Q3 		$514K Sell
3,132
-371
-11% -$67.8K 0.2% 162
2022
Q2 		$626K Sell
3,503
-1,833
-34% -$386K 0.22% 158
2022
Q1 		$1.19M Sell
5,336
-19,464
-78% -$4.08M 0.47% 57
2021
Q4 		$5.13M Buy
24,800
+22,816
+1,150% +$4.59M 1.21% 22
2021
Q3 		$381K Sell
1,984
-3,697
-65% -$770K 0.14% 72
2021
Q2 		$1.24M Buy
5,681
+187
+3% +$43.2K 0.38% 67
2021
Q1 		$1.27M Buy
+5,494
New +$1.14M 0.45% 56

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

AXS Investments's CAT Position: Q1 2026 in Review

AXS Investments reduced its Caterpillar (CAT) stake by 13% in Q1 2026, selling an estimated $90K and leaving 904 shares worth $640K. The position accounts for 0.26% of the portfolio, ranked #77.

AXS Investments first reported a position in CAT in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.13M in Q4 2021. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • AXS Investments held 904 shares of Caterpillar worth $640K as of Q1 2026.
  • AXS Investments sold 130 Caterpillar shares in Q1 2026, an estimated $90K.
  • Caterpillar made up 0.26% of AXS Investments's portfolio in Q1 2026, its #77 holding.
  • AXS Investments first reported a position in Caterpillar in Q1 2021 and has held it in 21 quarters since.
  • AXS Investments's Caterpillar position peaked at $5.13M in Q4 2021.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on AXS Investments's 13F filing for Q1 2026, filed 6 May 2026.