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WealthTrust Axiom’s Caterpillar CAT Stock Holding History

WealthTrust Axiom’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 		$1.75M Sell
1,643
-4
-0.2% -$3.51K 0.39% 63
2026
Q1 		$1.17M Buy
1,647
+12
+0.7% +$8.31K 0.29% 76
2025
Q4 		$937K Buy
1,635
+40
+3% +$22.2K 0.24% 86
2025
Q3 		$761K Hold
1,595
– – 0.2% 103
2025
Q2 		$619K Sell
1,595
-18
-1% -$6K 0.18% 113
2025
Q1 		$532K Buy
1,613
+14
+0.9% +$4.99K 0.16% 124
2024
Q4 		$580K Sell
1,599
-15
-0.9% -$5.82K 0.17% 119
2024
Q3 		$631K Buy
1,614
+14
+0.9% +$4.83K 0.19% 112
2024
Q2 		$533K Sell
1,600
-31
-2% -$10.7K 0.18% 123
2024
Q1 		$597K Buy
1,631
+2
+0.1% +$639 0.19% 114
2023
Q4 		$482K Sell
1,629
-38
-2% -$9.86K 0.16% 128
2023
Q3 		$455K Sell
1,667
-85
-5% -$23.1K 0.16% 131
2023
Q2 		$431K Hold
1,752
– – 0.14% 149
2023
Q1 		$401K Buy
1,752
+1
+0.1% +$242 0.14% 152
2022
Q4 		$420K Buy
1,751
+149
+9% +$32.4K 0.15% 140
2022
Q3 		$262K Buy
1,602
+1
+0.1% +$183 0.1% 174
2022
Q2 		$286K Buy
1,601
+1
+0.1% +$211 0.1% 169
2022
Q1 		$356K Hold
1,600
– – 0.11% 163
2021
Q4 		$330K Sell
1,600
-74
-4% -$14.9K 0.11% 171
2021
Q3 		$321K Buy
1,674
+1
+0.1% +$208 0.11% 161
2021
Q2 		$364K Buy
1,673
+500
+43% +$115K 0.12% 154
2021
Q1 		$272K Hold
1,173
– – 0.09% 178
2020
Q4 		$213K Buy
+1,173
New +$199K 0.08% 196
2020
Q3 		– Sell
-1,873
Closed -$236K – 210
2020
Q2 		$236K Hold
1,873
– – 0.1% 157
2020
Q1 		$217K Hold
1,873
– – 0.11% 148
2019
Q4 		$276K Hold
1,873
– – 0.09% 160
2019
Q3 		$236K Buy
+1,873
New +$238K 0.08% 179

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

WealthTrust Axiom's CAT Position: Q2 2026 in Review

WealthTrust Axiom reduced its Caterpillar (CAT) stake by 0.24% in Q2 2026, selling an estimated $3.51K and leaving 1,643 shares worth $1.75M. The position accounts for 0.39% of the portfolio, ranked #63.

WealthTrust Axiom first reported a position in CAT in Q3 2019 and has held it in 27 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • WealthTrust Axiom held 1,643 shares of Caterpillar worth $1.75M as of Q2 2026.
  • WealthTrust Axiom sold 4 Caterpillar shares in Q2 2026, an estimated $3.51K.
  • Caterpillar made up 0.39% of WealthTrust Axiom's portfolio in Q2 2026, its #63 holding.
  • WealthTrust Axiom first reported a position in Caterpillar in Q3 2019 and has held it in 27 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.