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
Q2 		$8.11M Sell
7,613
-1,049
-12% -$922K 0.35% 42
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 $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

Alerus Financial's CAT Position: Q2 2026 in Review

Alerus Financial reduced its Caterpillar (CAT) stake by 12% in Q2 2026, selling an estimated $922K and leaving 7,613 shares worth $8.11M. The position accounts for 0.35% of the portfolio, ranked #42.

Alerus Financial first reported a position in CAT in Q4 2020 and has held it in 22 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Alerus Financial held 7,613 shares of Caterpillar worth $8.11M as of Q2 2026.
  • Alerus Financial sold 1,049 Caterpillar shares in Q2 2026, an estimated $922K.
  • Caterpillar made up 0.35% of Alerus Financial's portfolio in Q2 2026, its #42 holding.
  • Alerus Financial first reported a position in Caterpillar in Q4 2020 and has held it in 22 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Alerus Financial's 13F filing for Q2 2026, filed 14 Aug 2026.