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Azimuth Capital Investment Management’s Caterpillar CAT Stock Holding History

Azimuth Capital Investment 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
Q1 		$7.22M Sell
10,195
-45
-0.4% -$31.2K 0.27% 121
2025
Q4 		$5.87M Sell
10,240
-125
-1% -$69.5K 0.21% 135
2025
Q3 		$4.95M Sell
10,365
-205
-2% -$87.5K 0.18% 143
2025
Q2 		$4.1M Sell
10,570
-1,240
-10% -$413K 0.15% 160
2025
Q1 		$3.89M Sell
11,810
-515
-4% -$183K 0.16% 159
2024
Q4 		$4.47M Sell
12,325
-225
-2% -$87.3K 0.17% 147
2024
Q3 		$4.91M Buy
12,550
+590
+5% +$204K 0.19% 147
2024
Q2 		$3.98M Sell
11,960
-300
-2% -$104K 0.16% 157
2024
Q1 		$4.49M Sell
12,260
-300
-2% -$95.9K 0.19% 152
2023
Q4 		$3.71M Sell
12,560
-125
-1% -$32.4K 0.17% 157
2023
Q3 		$3.46M Sell
12,685
-180
-1% -$48.8K 0.17% 163
2023
Q2 		$3.17M Buy
12,865
+500
+4% +$111K 0.15% 171
2023
Q1 		$2.83M Sell
12,365
-100
-0.8% -$24.2K 0.14% 175
2022
Q4 		$2.99M Hold
12,465
– – 0.15% 173
2022
Q3 		$2.04M Sell
12,465
-16
-0.1% -$2.92K 0.11% 182
2022
Q2 		$2.23M Buy
+12,481
New +$2.63M 0.11% 187

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

Azimuth Capital Investment Management's CAT Position: Q1 2026 in Review

Azimuth Capital Investment Management reduced its Caterpillar (CAT) stake by 0.44% in Q1 2026, selling an estimated $31.2K and leaving 10,195 shares worth $7.22M. The position accounts for 0.27% of the portfolio, ranked #121.

Azimuth Capital Investment Management first reported a position in CAT in Q2 2022 and has held it in 16 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Azimuth Capital Investment Management held 10,195 shares of Caterpillar worth $7.22M as of Q1 2026.
  • Azimuth Capital Investment Management sold 45 Caterpillar shares in Q1 2026, an estimated $31.2K.
  • Caterpillar made up 0.27% of Azimuth Capital Investment Management's portfolio in Q1 2026, its #121 holding.
  • Azimuth Capital Investment Management first reported a position in Caterpillar in Q2 2022 and has held it in 16 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q1 2026, filed 12 May 2026.