AWM
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Axxcess Wealth Management’s Caterpillar CAT Stock Holding History

Axxcess Wealth 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
2026
Q2 		$23.2M Buy
21,818
+1,654
+8% +$1.45M 0.37% 55
2026
Q1 		$14.3M Sell
20,164
-2,256
-10% -$1.56M 0.46% 54
2025
Q4 		$12.8M Buy
22,420
+604
+3% +$336K 0.22% 88
2025
Q3 		$10.4M Buy
21,816
+1,832
+9% +$782K 0.22% 84
2025
Q2 		$7.76M Sell
19,984
-5,192
-21% -$1.73M 0.18% 106
2025
Q1 		$8.3M Buy
25,176
+4,470
+22% +$1.59M 0.22% 84
2024
Q4 		$7.51M Buy
20,706
+549
+3% +$213K 0.18% 97
2024
Q3 		$7.88M Sell
20,157
-320
-2% -$111K 0.19% 92
2024
Q2 		$6.82M Sell
20,477
-1,355
-6% -$470K 0.18% 102
2024
Q1 		$8M Buy
21,832
+489
+2% +$156K 0.22% 86
2023
Q4 		$6.31M Buy
21,343
+3,558
+20% +$923K 0.18% 107
2023
Q3 		$4.86M Buy
17,785
+9,974
+128% +$2.71M 0.17% 111
2023
Q2 		$1.87M Buy
7,811
+374
+5% +$83.4K 0.14% 144
2023
Q1 		$1.7M Buy
7,437
+96
+1% +$23.2K 0.13% 158
2022
Q4 		$1.76M Sell
7,341
-1,403
-16% -$305K 0.15% 139
2022
Q3 		$1.43M Sell
8,744
-2,184
-20% -$399K 0.14% 151
2022
Q2 		$1.95M Buy
10,928
+2,497
+30% +$526K 0.18% 112
2022
Q1 		$1.88M Sell
8,431
-1,693
-17% -$355K 0.15% 123
2021
Q4 		$2.09M Buy
+10,124
New +$2.04M 0.15% 116

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Axxcess Wealth Management's CAT Position: Q2 2026 in Review

Axxcess Wealth Management increased its Caterpillar (CAT) stake by 8.2% in Q2 2026, buying an estimated $1.45M and bringing the position to 21,818 shares worth $23.2M. The position accounts for 0.37% of the portfolio, ranked #55.

Axxcess Wealth Management first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Axxcess Wealth Management held 21,818 shares of Caterpillar worth $23.2M as of Q2 2026.
  • Axxcess Wealth Management bought 1,654 Caterpillar shares in Q2 2026, an estimated $1.45M.
  • Caterpillar made up 0.37% of Axxcess Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Axxcess Wealth Management first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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