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 Q2	$487K	Buy	457 +44	+11%	+$38.7K	0.24%	72
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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Semus Wealth Partners's CAT Position: Q2 2026 in Review

Semus Wealth Partners increased its Caterpillar (CAT) stake by 11% in Q2 2026, buying an estimated $38.7K and bringing the position to 457 shares worth $487K. The position accounts for 0.24% of the portfolio, ranked #72.

Semus Wealth Partners first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 4,058 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Semus Wealth Partners held 457 shares of Caterpillar worth $487K as of Q2 2026.
Semus Wealth Partners bought 44 Caterpillar shares in Q2 2026, an estimated $38.7K.
Caterpillar made up 0.24% of Semus Wealth Partners's portfolio in Q2 2026, its #72 holding.
Semus Wealth Partners first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
4,058 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.