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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
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 $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

Nemes Rush Group's CAT Position: Q1 2026 in Review

Nemes Rush Group reduced its Caterpillar (CAT) stake by 4.2% in Q1 2026, selling an estimated $198K and leaving 6,591 shares worth $4.67M. The position accounts for 0.44% of the portfolio, ranked #53.

Nemes Rush Group first reported a position in CAT in Q2 2023 and has held it in 12 quarters since. 3,735 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Nemes Rush Group held 6,591 shares of Caterpillar worth $4.67M as of Q1 2026.
  • Nemes Rush Group sold 286 Caterpillar shares in Q1 2026, an estimated $198K.
  • Caterpillar made up 0.44% of Nemes Rush Group's portfolio in Q1 2026, its #53 holding.
  • Nemes Rush Group first reported a position in Caterpillar in Q2 2023 and has held it in 12 quarters since.
  • 3,735 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Nemes Rush Group's 13F filing for Q1 2026, filed 21 Apr 2026.