Maxele Advisors’s Caterpillar CAT Stock Holding History

Maxele Advisors’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	$1.11M	Buy	+1,039	New	+$913K	0.77%	38
2025 Q4	$636K	Sell	1,111 -9	-0.8%	-$5K	0.52%	49
2025 Q3	$535K	Sell	1,120 -14	-1%	-$5.98K	0.46%	52
2025 Q2	$440K	Hold	1,134	–	–	0.38%	60
2025 Q1	$374K	Buy	1,134 +50	+5%	+$17.8K	0.36%	62
2024 Q4	$393K	Buy	+1,084	New	+$420K	0.38%	60
2022 Q3	–	Sell	-1,122	Closed	-$201K	–	80
2022 Q2	$201K	Sell	1,122 -63	-5%	-$13.3K	0.31%	80
2022 Q1	$264K	Sell	1,185 -25	-2%	-$5.24K	0.33%	74
2021 Q4	$250K	Buy	+1,210	New	+$244K	0.29%	78

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Maxele Advisors's CAT Position: Q2 2026 in Review

Maxele Advisors opened a new position in Caterpillar (CAT) in Q2 2026: 1,039 shares worth $1.11M. The stake represents 0.77% of the portfolio and ranks #38 among its holdings. This is a return to the name: Maxele Advisors previously reported a position in CAT as recently as Q4 2025.

Maxele Advisors first reported a position in CAT in Q4 2021 and has held it in 9 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Maxele Advisors held 1,039 shares of Caterpillar worth $1.11M as of Q2 2026.
Caterpillar was a new Maxele Advisors position in Q2 2026.
Caterpillar made up 0.77% of Maxele Advisors's portfolio in Q2 2026, its #38 holding.
Maxele Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 9 quarters since.
4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Maxele Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.