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Saxon Interests’s Caterpillar CAT Stock Holding History

Saxon Interests’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 		$565K Sell
531
-114
-18% -$100K 0.16% 141
2026
Q1 		$457K Sell
645
-1,963
-75% -$1.36M 0.16% 147
2025
Q4 		$1.49M Sell
2,608
-117
-4% -$65K 0.52% 50
2025
Q3 		$1.14M Sell
2,725
-27
-1% -$11.5K 0.45% 55
2025
Q2 		$907K Hold
2,752
– – 0.42% 59
2025
Q1 		$907K Sell
2,752
-539
-16% -$192K 0.42% 59
2024
Q4 		$1.19M Buy
3,291
+105
+3% +$40.7K 0.53% 49
2024
Q3 		$1.25M Buy
3,186
+66
+2% +$22.8K 0.57% 48
2024
Q2 		$1.04M Buy
3,120
+110
+4% +$38.1K 0.49% 54
2024
Q1 		$1.1M Buy
3,010
+2,300
+324% +$735K 0.53% 49
2023
Q4 		$210K Buy
+710
New +$184K 0.11% 171
2023
Q1 		– Sell
-2,456
Closed -$606K – 171
2022
Q4 		$606K Buy
2,456
+21
+0.9% +$4.57K 0.35% 82
2022
Q3 		$434K Sell
2,435
-75
-3% -$13.7K 0.26% 84
2022
Q2 		$449K Sell
2,510
-236
-9% -$49.7K 0.27% 87
2022
Q1 		$612K Sell
2,746
-374
-12% -$78.4K 0.33% 70
2021
Q4 		$685K Buy
+3,120
New +$628K 0.39% 58

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

Saxon Interests's CAT Position: Q2 2026 in Review

Saxon Interests reduced its Caterpillar (CAT) stake by 18% in Q2 2026, selling an estimated $100K and leaving 531 shares worth $565K. The position accounts for 0.16% of the portfolio, ranked #141.

Saxon Interests first reported a position in CAT in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.49M in Q4 2025. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Saxon Interests held 531 shares of Caterpillar worth $565K as of Q2 2026.
  • Saxon Interests sold 114 Caterpillar shares in Q2 2026, an estimated $100K.
  • Caterpillar made up 0.16% of Saxon Interests's portfolio in Q2 2026, its #141 holding.
  • Saxon Interests first reported a position in Caterpillar in Q4 2021 and has held it in 16 quarters since.
  • Saxon Interests's Caterpillar position peaked at $1.49M in Q4 2025.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.