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
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 $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

Narus Financial Partners's CAT Position: Q1 2026 in Review

Narus Financial Partners increased its Caterpillar (CAT) stake by 26% in Q1 2026, buying an estimated $161K and bringing the position to 1,130 shares worth $801K. The position accounts for 0.21% of the portfolio, ranked #74.

Narus Financial Partners first reported a position in CAT in Q2 2025 and has held it in 4 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Narus Financial Partners held 1,130 shares of Caterpillar worth $801K as of Q1 2026.
  • Narus Financial Partners bought 232 Caterpillar shares in Q1 2026, an estimated $161K.
  • Caterpillar made up 0.21% of Narus Financial Partners's portfolio in Q1 2026, its #74 holding.
  • Narus Financial Partners first reported a position in Caterpillar in Q2 2025 and has held it in 4 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.