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 Q2	$699K	Sell	656 -354	-35%	-$311K	0.06%	58
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

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

Verus Financial Partners's CAT Position: Q2 2026 in Review

Verus Financial Partners reduced its Caterpillar (CAT) stake by 35% in Q2 2026, selling an estimated $311K and leaving 656 shares worth $699K. The position accounts for 0.06% of the portfolio, ranked #58.

Verus Financial Partners first reported a position in CAT in Q3 2020 and has held it in 15 quarters since. The position peaked at $781K in Q1 2026. 4,063 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Verus Financial Partners held 656 shares of Caterpillar worth $699K as of Q2 2026.
Verus Financial Partners sold 354 Caterpillar shares in Q2 2026, an estimated $311K.
Caterpillar made up 0.06% of Verus Financial Partners's portfolio in Q2 2026, its #58 holding.
Verus Financial Partners first reported a position in Caterpillar in Q3 2020 and has held it in 15 quarters since.
Verus Financial Partners's Caterpillar position peaked at $781K in Q1 2026.
4,063 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.