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Elyxium Wealth’s Caterpillar CAT Stock Holding History

Elyxium Wealth’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 		$3.38M Buy
3,174
+521
+20% +$458K 0.36% 61
2026
Q1 		$1.88M Buy
2,653
+111
+4% +$76.9K 0.6% 45
2025
Q4 		$1.46M Buy
2,542
+35
+1% +$19.5K 0.4% 53
2025
Q3 		$1.2M Buy
2,507
+25
+1% +$10.7K 0.42% 52
2025
Q2 		$964K Buy
2,482
+55
+2% +$18.3K 0.36% 58
2025
Q1 		$800K Buy
+2,427
New +$865K 0.35% 59
2024
Q4 		– Sell
-2,381
Closed -$931K – 96
2024
Q3 		$931K Buy
+2,381
New +$822K 0.51% 43

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Elyxium Wealth's CAT Position: Q2 2026 in Review

Elyxium Wealth increased its Caterpillar (CAT) stake by 20% in Q2 2026, buying an estimated $458K and bringing the position to 3,174 shares worth $3.38M. The position accounts for 0.36% of the portfolio, ranked #61.

Elyxium Wealth first reported a position in CAT in Q3 2024 and has held it in 7 quarters since. 2,716 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Elyxium Wealth held 3,174 shares of Caterpillar worth $3.38M as of Q2 2026.
  • Elyxium Wealth bought 521 Caterpillar shares in Q2 2026, an estimated $458K.
  • Caterpillar made up 0.36% of Elyxium Wealth's portfolio in Q2 2026, its #61 holding.
  • Elyxium Wealth first reported a position in Caterpillar in Q3 2024 and has held it in 7 quarters since.
  • 2,716 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Elyxium Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.