VCP
CAT icon

Verus Capital Partners’s Caterpillar CAT Stock Holding History

Verus Capital 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 		$1.91M Sell
2,693
-188
-7% -$130K 0.13% 112
2025
Q4 		$1.65M Buy
2,881
+143
+5% +$79.5K 0.11% 126
2025
Q3 		$1.31M Buy
2,738
+54
+2% +$23.1K 0.1% 133
2025
Q2 		$1.04M Buy
2,684
+4
+0.1% +$1.33K 0.09% 135
2025
Q1 		$884K Sell
2,680
-72
-3% -$25.6K 0.09% 145
2024
Q4 		$998K Sell
2,752
-4
-0.1% -$1.55K 0.1% 130
2024
Q3 		$1.08M Sell
2,756
-83
-3% -$28.7K 0.11% 124
2024
Q2 		$946K Buy
2,839
+242
+9% +$83.9K 0.1% 127
2024
Q1 		$952K Sell
2,597
-6
-0.2% -$1.92K 0.11% 121
2023
Q4 		$770K Buy
2,603
+10
+0.4% +$2.59K 0.09% 125
2023
Q3 		$708K Sell
2,593
-60
-2% -$16.3K 0.1% 124
2023
Q2 		$653K Buy
2,653
+139
+6% +$31K 0.09% 132
2023
Q1 		$575K Buy
2,514
+688
+38% +$166K 0.09% 143
2022
Q4 		$437K Sell
1,826
-122
-6% -$26.6K 0.08% 162
2022
Q3 		$320K Sell
1,948
-31
-2% -$5.66K 0.06% 197
2022
Q2 		$355K Sell
1,979
-212
-10% -$44.7K 0.07% 202
2022
Q1 		$476K Buy
+2,191
New +$460K 0.07% 189
2020
Q1 		$258K Sell
2,226
-37
-2% -$4.73K 0.08% 152
2019
Q4 		$334K Buy
+2,263
New +$316K 0.11% 141

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

Verus Capital Partners's CAT Position: Q1 2026 in Review

Verus Capital Partners reduced its Caterpillar (CAT) stake by 6.5% in Q1 2026, selling an estimated $130K and leaving 2,693 shares worth $1.91M. The position accounts for 0.13% of the portfolio, ranked #112.

Verus Capital Partners first reported a position in CAT in Q4 2019 and has held it in 19 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Verus Capital Partners held 2,693 shares of Caterpillar worth $1.91M as of Q1 2026.
  • Verus Capital Partners sold 188 Caterpillar shares in Q1 2026, an estimated $130K.
  • Caterpillar made up 0.13% of Verus Capital Partners's portfolio in Q1 2026, its #112 holding.
  • Verus Capital Partners first reported a position in Caterpillar in Q4 2019 and has held it in 19 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.