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Livermore
Livermore
ZHEN

Axim Planning & Wealth

SEC CIK
0001950607
Latest filing
Aug 13, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Axim Planning & Wealth, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overviewAll 13F holders of CATFull Q2 2026 holdings

Shares (Q2 2026)
860
Value
$915.8K
% of portfolio
1.3%
Quarters held
12
Since Q3 2023
Holdings of CAT by Axim Planning & Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026860$915.8K1.3%+28+3.4%AddedHolders
Q1 2026832$589.4K0.7%00.0%UnchangedHolders
Q4 2025832$476.6K0.5%00.0%UnchangedHolders
Q3 2025832$397.0K0.3%+32+4.0%AddedHolders
Q2 2025800$310.6K0.3%−16−2.0%ReducedHolders
Q1 2025816$269.1K0.2%+16+2.0%AddedHolders
Q4 2024800$290.2K0.3%−16−2.0%ReducedHolders
Q3 2024816$319.2K0.4%+16+2.0%AddedHolders
Q2 2024800$266.5K0.3%00.0%UnchangedHolders
Q1 2024800$293.1K0.2%00.0%UnchangedHolders
Q4 2023800$236.5K0.2%00.0%UnchangedHolders
Q3 2023800$218.4K0.2%+800NewHolders