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Saxony Capital Management’s Caterpillar CAT Stock Holding History

Saxony Capital Management’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 		$496K Sell
466
-17
-4% -$14.9K 0.23% 94
2026
Q1 		$342K Buy
483
+91
+23% +$63K 0.2% 105
2025
Q4 		$224K Buy
+392
New +$218K 0.14% 137

Other funds holding CAT

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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

Saxony Capital Management's CAT Position: Q2 2026 in Review

Saxony Capital Management reduced its Caterpillar (CAT) stake by 3.5% in Q2 2026, selling an estimated $14.9K and leaving 466 shares worth $496K. The position accounts for 0.23% of the portfolio, ranked #94.

Saxony Capital Management first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Saxony Capital Management held 466 shares of Caterpillar worth $496K as of Q2 2026.
  • Saxony Capital Management sold 17 Caterpillar shares in Q2 2026, an estimated $14.9K.
  • Caterpillar made up 0.23% of Saxony Capital Management's portfolio in Q2 2026, its #94 holding.
  • Saxony Capital Management first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.