VFP
CAT icon

Verus Financial Partners’s Caterpillar CAT Stock Holding History

Verus Financial 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 		$781K Sell
1,010
-54
-5% -$37.4K 0.07% 54
2025
Q4 		$677K Buy
1,064
+150
+16% +$83.4K 0.06% 57
2025
Q3 		$436K Hold
914
– – 0.04% 76
2025
Q2 		$368K Hold
914
– – 0.04% 77
2025
Q1 		$268K Hold
914
– – 0.03% 85
2024
Q4 		$321K Hold
914
– – 0.04% 75
2024
Q3 		$359K Hold
914
– – 0.04% 71
2024
Q2 		$305K Hold
914
– – 0.04% 74
2024
Q1 		$335K Hold
914
– – 0.04% 73
2023
Q4 		$274K Hold
914
– – 0.03% 85
2023
Q3 		$245K Buy
914
+120
+15% +$32.6K 0.03% 90
2023
Q2 		$208K Buy
+794
New +$177K 0.03% 102
2023
Q1 		– Sell
-884
Closed -$223K – 103
2022
Q4 		$223K Buy
+884
New +$192K 0.03% 93
2020
Q4 		– Sell
-3,487
Closed -$520K – 105
2020
Q3 		$520K Buy
+3,487
New +$490K 0.19% 88

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