SWP
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Semus Wealth Partners’s Caterpillar CAT Stock Holding History

Semus Wealth 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 		$292K Sell
413
-42
-9% -$29.1K 0.16% 88
2025
Q4 		$261K Buy
455
+1
+0.2% +$556 0.14% 89
2025
Q3 		$217K Buy
+454
New +$194K 0.12% 103
2025
Q2 		– Sell
-646
Closed -$213K – 117
2025
Q1 		$213K Buy
646
+2
+0.3% +$712 0.15% 102
2024
Q4 		$234K Sell
644
-1
-0.2% -$388 0.15% 96
2024
Q3 		$252K Buy
645
+6
+0.9% +$2.07K 0.18% 101
2024
Q2 		$213K Buy
639
+12
+2% +$4.16K 0.16% 107
2024
Q1 		$230K Sell
627
-63
-9% -$20.1K 0.19% 112
2023
Q4 		$204K Buy
+690
New +$179K 0.17% 124

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

Semus Wealth Partners's CAT Position: Q1 2026 in Review

Semus Wealth Partners reduced its Caterpillar (CAT) stake by 9.2% in Q1 2026, selling an estimated $29.1K and leaving 413 shares worth $292K. The position accounts for 0.16% of the portfolio, ranked #88.

Semus Wealth Partners first reported a position in CAT in Q4 2023 and has held it in 9 quarters since. 3,735 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Semus Wealth Partners held 413 shares of Caterpillar worth $292K as of Q1 2026.
  • Semus Wealth Partners sold 42 Caterpillar shares in Q1 2026, an estimated $29.1K.
  • Caterpillar made up 0.16% of Semus Wealth Partners's portfolio in Q1 2026, its #88 holding.
  • Semus Wealth Partners first reported a position in Caterpillar in Q4 2023 and has held it in 9 quarters since.
  • 3,735 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.