Verum Partners’s Caterpillar CAT Stock Holding History

Verum 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	$1.2M	Buy	1,130 +25	+2%	+$22K	0.18%	69
2026 Q1	$783K	Buy	1,105 +50	+5%	+$34.6K	0.15%	82
2025 Q4	$604K	Buy	1,055 +7	+0.7%	+$3.89K	0.12%	85
2025 Q3	$500K	Sell	1,048 -11	-1%	-$4.7K	0.11%	103
2025 Q2	$411K	Buy	1,059 +26	+3%	+$8.67K	0.09%	110
2025 Q1	$341K	Buy	1,033 +167	+19%	+$59.5K	0.09%	112
2024 Q4	$314K	Buy	866 +9	+1%	+$3.49K	0.09%	119
2024 Q3	$335K	Hold	857	–	–	0.1%	117
2024 Q2	$286K	Hold	857	–	–	0.09%	120
2024 Q1	$314K	Buy	857 +3	+0.4%	+$959	0.11%	113
2023 Q4	$253K	Buy	854 +102	+14%	+$26.5K	0.1%	120
2023 Q3	$205K	Buy	+752	New	+$204K	0.09%	130

Other funds holding CAT

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Verum Partners's CAT Position: Q2 2026 in Review

Verum Partners increased its Caterpillar (CAT) stake by 2.3% in Q2 2026, buying an estimated $22K and bringing the position to 1,130 shares worth $1.2M. The position accounts for 0.18% of the portfolio, ranked #69.

Verum Partners first reported a position in CAT in Q3 2023 and has held it in 12 quarters since. 1,066 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Verum Partners held 1,130 shares of Caterpillar worth $1.2M as of Q2 2026.
Verum Partners bought 25 Caterpillar shares in Q2 2026, an estimated $22K.
Caterpillar made up 0.18% of Verum Partners's portfolio in Q2 2026, its #69 holding.
Verum Partners first reported a position in Caterpillar in Q3 2023 and has held it in 12 quarters since.
1,066 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.