NFP
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Narus Financial Partners’s Caterpillar CAT Stock Holding History

Narus Financial 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 		$1.1M Sell
1,031
-99
-9% -$87K 0.28% 66
2026
Q1 		$801K Buy
1,130
+232
+26% +$161K 0.21% 74
2025
Q4 		$514K Buy
898
+77
+9% +$42.8K 0.14% 96
2025
Q3 		$392K Buy
821
+65
+9% +$27.7K 0.11% 115
2025
Q2 		$293K Buy
+756
New +$252K 0.09% 117

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

Narus Financial Partners's CAT Position: Q2 2026 in Review

Narus Financial Partners reduced its Caterpillar (CAT) stake by 8.8% in Q2 2026, selling an estimated $87K and leaving 1,031 shares worth $1.1M. The position accounts for 0.28% of the portfolio, ranked #66.

Narus Financial Partners first reported a position in CAT in Q2 2025 and has held it in 5 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Narus Financial Partners held 1,031 shares of Caterpillar worth $1.1M as of Q2 2026.
  • Narus Financial Partners sold 99 Caterpillar shares in Q2 2026, an estimated $87K.
  • Caterpillar made up 0.28% of Narus Financial Partners's portfolio in Q2 2026, its #66 holding.
  • Narus Financial Partners first reported a position in Caterpillar in Q2 2025 and has held it in 5 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.