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PAX Financial Group’s Caterpillar CAT Stock Holding History

PAX Financial Group’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 		$221K Buy
+208
New +$183K 0.03% 194
2025
Q1 		– Sell
-598
Closed -$217K – 249
2024
Q4 		$217K Sell
598
-400
-40% -$155K 0.04% 220
2024
Q3 		$390K Buy
998
+38
+4% +$13.1K 0.07% 188
2024
Q2 		$320K Buy
960
+139
+17% +$48.2K 0.06% 199
2024
Q1 		$301K Sell
821
-54
-6% -$17.3K 0.06% 200
2023
Q4 		$282K Buy
875
+12
+1% +$3.11K 0.06% 197
2023
Q3 		$236K Sell
863
-48
-5% -$13K 0.05% 196
2023
Q2 		$224K Sell
911
-19
-2% -$4.24K 0.05% 193
2023
Q1 		$213K Buy
930
+11
+1% +$2.66K 0.05% 183
2022
Q4 		$220K Buy
+919
New +$200K 0.06% 195

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
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

PAX Financial Group's CAT Position: Q2 2026 in Review

PAX Financial Group opened a new position in Caterpillar (CAT) in Q2 2026: 208 shares worth $221K. The stake represents 0.03% of the portfolio and ranks #194 among its holdings. This is a return to the name: PAX Financial Group previously reported a position in CAT as recently as Q4 2024.

PAX Financial Group first reported a position in CAT in Q4 2022 and has held it in 10 quarters since. The position peaked at $390K in Q3 2024. 4,058 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • PAX Financial Group held 208 shares of Caterpillar worth $221K as of Q2 2026.
  • Caterpillar was a new PAX Financial Group position in Q2 2026.
  • Caterpillar made up 0.03% of PAX Financial Group's portfolio in Q2 2026, its #194 holding.
  • PAX Financial Group first reported a position in Caterpillar in Q4 2022 and has held it in 10 quarters since.
  • PAX Financial Group's Caterpillar position peaked at $390K in Q3 2024.
  • 4,058 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on PAX Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.