PAX Financial Group
CAT icon

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
Q3 		– Sell
-208
Closed -$221K – 208
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 $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

PAX Financial Group's CAT Position: Q3 2026 in Review

PAX Financial Group sold out of Caterpillar (CAT) in Q3 2026, closing a stake of 208 shares — an estimated $221K sold.

PAX Financial Group first reported a position in CAT in Q4 2022 and held it in 10 quarters. The position peaked at $390K in Q3 2024. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • PAX Financial Group reported no remaining Caterpillar position as of Q3 2026 after selling out during the quarter.
  • PAX Financial Group sold 208 Caterpillar shares in Q3 2026, an estimated $221K.
  • PAX Financial Group first reported a position in Caterpillar in Q4 2022 and held it in 10 quarters.
  • PAX Financial Group's Caterpillar position peaked at $390K in Q3 2024.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on PAX Financial Group's 13F filing for Q3 2026, filed 13 Nov 2026.