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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
Q2 		$4.7M Sell
4,415
-5,780
-57% -$5.08M 0.16% 153
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 $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

Azimuth Capital Investment Management's CAT Position: Q2 2026 in Review

Azimuth Capital Investment Management reduced its Caterpillar (CAT) stake by 57% in Q2 2026, selling an estimated $5.08M and leaving 4,415 shares worth $4.7M. The position accounts for 0.16% of the portfolio, ranked #153.

Azimuth Capital Investment Management first reported a position in CAT in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.22M in Q1 2026. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Azimuth Capital Investment Management held 4,415 shares of Caterpillar worth $4.7M as of Q2 2026.
  • Azimuth Capital Investment Management sold 5,780 Caterpillar shares in Q2 2026, an estimated $5.08M.
  • Caterpillar made up 0.16% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #153 holding.
  • Azimuth Capital Investment Management first reported a position in Caterpillar in Q2 2022 and has held it in 17 quarters since.
  • Azimuth Capital Investment Management's Caterpillar position peaked at $7.22M in Q1 2026.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.