AF
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Alerus Financial’s Caterpillar CAT Stock Holding History

Alerus Financial’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
Q1 		$6.14M Sell
8,662
-1,139
-12% -$789K 0.3% 48
2025
Q4 		$5.61M Buy
9,801
+8,907
+996% +$4.95M 0.27% 60
2025
Q3 		$427K Buy
894
+238
+36% +$102K 0.02% 149
2025
Q2 		$255K Sell
656
-28
-4% -$9.33K 0.02% 153
2025
Q1 		$226K Sell
684
-20
-3% -$7.12K 0.02% 151
2024
Q4 		$255K Sell
704
-6
-0.8% -$2.33K 0.02% 146
2024
Q3 		$278K Sell
710
-36
-5% -$12.4K 0.02% 144
2024
Q2 		$248K Hold
746
– – 0.02% 148
2024
Q1 		$273K Sell
746
-34
-4% -$10.9K 0.02% 144
2023
Q4 		$231K Sell
780
-153
-16% -$39.7K 0.02% 141
2023
Q3 		$255K Sell
933
-116
-11% -$31.5K 0.02% 137
2023
Q2 		$258K Hold
1,049
– – 0.02% 143
2023
Q1 		$240K Sell
1,049
-48
-4% -$11.6K 0.02% 154
2022
Q4 		$263K Buy
+1,097
New +$239K 0.02% 146
2022
Q3 		– Sell
-1,229
Closed -$220K – 153
2022
Q2 		$220K Sell
1,229
-122
-9% -$25.7K 0.02% 159
2022
Q1 		$301K Sell
1,351
-63
-4% -$13.2K 0.03% 161
2021
Q4 		$293K Sell
1,414
-361
-20% -$72.7K 0.02% 165
2021
Q3 		$340K Sell
1,775
-22,190
-93% -$4.62M 0.03% 160
2021
Q2 		$5.21M Buy
23,965
+1,515
+7% +$350K 0.53% 42
2021
Q1 		$5.21M Buy
22,450
+17,023
+314% +$3.52M 0.55% 41
2020
Q4 		$988K Buy
+5,427
New +$920K 0.1% 131

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alerus Financial's CAT Position: Q1 2026 in Review

Alerus Financial reduced its Caterpillar (CAT) stake by 12% in Q1 2026, selling an estimated $789K and leaving 8,662 shares worth $6.14M. The position accounts for 0.3% of the portfolio, ranked #48.

Alerus Financial first reported a position in CAT in Q4 2020 and has held it in 21 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Alerus Financial held 8,662 shares of Caterpillar worth $6.14M as of Q1 2026.
  • Alerus Financial sold 1,139 Caterpillar shares in Q1 2026, an estimated $789K.
  • Caterpillar made up 0.3% of Alerus Financial's portfolio in Q1 2026, its #48 holding.
  • Alerus Financial first reported a position in Caterpillar in Q4 2020 and has held it in 21 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.