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Arcus Capital Partners’s Caterpillar CAT Stock Holding History

Arcus Capital Partners’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 		$1.8M Buy
1,687
+801
+90% +$704K 0.74% 23
2026
Q1 		$628K Sell
886
-6
-0.7% -$4.16K 0.23% 63
2025
Q4 		$511K Sell
892
-92
-9% -$51.1K 0.18% 82
2025
Q3 		$469K Sell
984
-6
-0.6% -$2.56K 0.21% 70
2025
Q2 		$384K Buy
990
+33
+3% +$11K 0.17% 84
2025
Q1 		$316K Buy
957
+207
+28% +$73.7K 0.13% 89
2024
Q4 		$275K Sell
750
-3
-0.4% -$1.16K 0.09% 94
2024
Q3 		$295K Buy
753
+1
+0.1% +$345 0.11% 87
2024
Q2 		$250K Buy
752
+2
+0.3% +$693 0.1% 96
2024
Q1 		$275K Buy
750
+2
+0.3% +$639 0.09% 94
2023
Q4 		$221K Sell
748
-1,345
-64% -$349K 0.08% 92
2023
Q3 		$572K Buy
2,093
+2
+0.1% +$543 0.18% 61
2023
Q2 		$515K Buy
2,091
+2
+0.1% +$446 0.15% 62
2023
Q1 		$478K Buy
2,089
+3
+0.1% +$725 0.16% 66
2022
Q4 		$500K Buy
2,086
+2
+0.1% +$435 0.2% 53
2022
Q3 		$342K Buy
2,084
+3
+0.1% +$548 0.14% 76
2022
Q2 		$372K Buy
2,081
+2
+0.1% +$421 0.16% 67
2022
Q1 		$463K Buy
2,079
+16
+0.8% +$3.36K 0.16% 61
2021
Q4 		$427K Buy
2,063
+79
+4% +$15.9K 0.14% 67
2021
Q3 		$381K Hold
1,984
– – 0.14% 72
2021
Q2 		$432K Hold
1,984
– – 0.2% 71
2021
Q1 		$460K Hold
1,984
– – 0.04% 70
2020
Q4 		$361K Buy
+1,984
New +$336K 0.05% 75
2018
Q4 		– Sell
-2,214
Closed -$338K – 105
2018
Q3 		$338K Hold
2,214
– – 0.16% 74
2018
Q2 		$300K Buy
2,214
+150
+7% +$22.4K 0.15% 78
2018
Q1 		$304K Hold
2,064
– – 0.17% 76
2017
Q4 		$325K Hold
2,064
– – 0.18% 79
2017
Q3 		$257K Hold
2,064
– – 0.13% 92
2017
Q2 		$222K Buy
+2,064
New +$210K 0.14% 92

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

Arcus Capital Partners's CAT Position: Q2 2026 in Review

Arcus Capital Partners increased its Caterpillar (CAT) stake by 90% in Q2 2026, buying an estimated $704K and bringing the position to 1,687 shares worth $1.8M. The position accounts for 0.74% of the portfolio, ranked #23.

Arcus Capital Partners first reported a position in CAT in Q2 2017 and has held it in 29 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Arcus Capital Partners held 1,687 shares of Caterpillar worth $1.8M as of Q2 2026.
  • Arcus Capital Partners bought 801 Caterpillar shares in Q2 2026, an estimated $704K.
  • Caterpillar made up 0.74% of Arcus Capital Partners's portfolio in Q2 2026, its #23 holding.
  • Arcus Capital Partners first reported a position in Caterpillar in Q2 2017 and has held it in 29 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Arcus Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.