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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PAX Financial Group's CAT Position: Q1 2025 in Review

PAX Financial Group sold out of Caterpillar (CAT) in Q1 2025, closing a stake of 598 shares — an estimated $217K sold.

PAX Financial Group first reported a position in CAT in Q4 2022 and held it in 9 quarters. The position peaked at $390K in Q3 2024. 2,896 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

  • PAX Financial Group reported no remaining Caterpillar position as of Q1 2025 after selling out during the quarter.
  • PAX Financial Group sold 598 Caterpillar shares in Q1 2025, an estimated $217K.
  • PAX Financial Group first reported a position in Caterpillar in Q4 2022 and held it in 9 quarters.
  • PAX Financial Group's Caterpillar position peaked at $390K in Q3 2024.
  • 2,896 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on PAX Financial Group's 13F filing for Q1 2025, filed 2 May 2025.