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Nemes Rush Group’s Caterpillar CAT Stock Holding History

Nemes Rush Group’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 		$6.99M Sell
6,564
-27
-0.4% -$23.7K 0.58% 48
2026
Q1 		$4.67M Sell
6,591
-286
-4% -$198K 0.44% 53
2025
Q4 		$3.94M Sell
6,877
-16
-0.2% -$8.89K 0.37% 60
2025
Q3 		$3.29M Sell
6,893
-30
-0.4% -$12.8K 0.33% 58
2025
Q2 		$2.69M Buy
6,923
+304
+5% +$101K 0.29% 63
2025
Q1 		$2.18M Sell
6,619
-126
-2% -$44.9K 0.28% 62
2024
Q4 		$2.45M Buy
6,745
+123
+2% +$47.7K 0.3% 59
2024
Q3 		$2.43M Sell
6,622
-17
-0.3% -$5.87K 0.35% 56
2024
Q2 		$2.21M Sell
6,639
-58
-0.9% -$20.1K 0.3% 59
2024
Q1 		$2.45M Buy
6,697
+9
+0.1% +$2.88K 0.35% 56
2023
Q4 		$1.98M Sell
6,688
-152
-2% -$39.4K 0.32% 61
2023
Q3 		$1.87M Sell
6,840
-24
-0.3% -$6.51K 0.34% 59
2023
Q2 		$1.69M Buy
+6,864
New +$1.53M 0.3% 68

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

Nemes Rush Group's CAT Position: Q2 2026 in Review

Nemes Rush Group reduced its Caterpillar (CAT) stake by 0.41% in Q2 2026, selling an estimated $23.7K and leaving 6,564 shares worth $6.99M. The position accounts for 0.58% of the portfolio, ranked #48.

Nemes Rush Group first reported a position in CAT in Q2 2023 and has held it in 13 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Nemes Rush Group held 6,564 shares of Caterpillar worth $6.99M as of Q2 2026.
  • Nemes Rush Group sold 27 Caterpillar shares in Q2 2026, an estimated $23.7K.
  • Caterpillar made up 0.58% of Nemes Rush Group's portfolio in Q2 2026, its #48 holding.
  • Nemes Rush Group first reported a position in Caterpillar in Q2 2023 and has held it in 13 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Nemes Rush Group's 13F filing for Q2 2026, filed 14 Aug 2026.