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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
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 $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

Arcus Capital Partners's CAT Position: Q1 2026 in Review

Arcus Capital Partners reduced its Caterpillar (CAT) stake by 0.67% in Q1 2026, selling an estimated $4.16K and leaving 886 shares worth $628K. The position accounts for 0.23% of the portfolio, ranked #63.

Arcus Capital Partners first reported a position in CAT in Q2 2017 and has held it in 28 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Arcus Capital Partners held 886 shares of Caterpillar worth $628K as of Q1 2026.
  • Arcus Capital Partners sold 6 Caterpillar shares in Q1 2026, an estimated $4.16K.
  • Caterpillar made up 0.23% of Arcus Capital Partners's portfolio in Q1 2026, its #63 holding.
  • Arcus Capital Partners first reported a position in Caterpillar in Q2 2017 and has held it in 28 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Arcus Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.