AC
CAT icon

Apella Capital’s Caterpillar CAT Stock Holding History

Apella Capital’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
Q3 		$5.88M Buy
7,225
+796
+12% +$675K 0.07% 170
2026
Q2 		$6.04M Buy
6,429
+62
+1% +$54.5K 0.09% 151
2026
Q1 		$5.06M Buy
6,367
+2,564
+67% +$1.78M 0.08% 162
2025
Q4 		$2.18M Buy
3,803
+250
+7% +$139K 0.04% 193
2025
Q3 		$1.92M Buy
3,553
+256
+8% +$109K 0.04% 186
2025
Q2 		$1.29M Buy
3,297
+4
+0.1% +$1.33K 0.04% 195
2025
Q1 		$991K Buy
3,293
+2,455
+293% +$874K 0.03% 187
2024
Q4 		$304K Buy
838
+46
+6% +$17.8K 0.01% 285
2024
Q3 		$312K Buy
792
+21
+3% +$7.25K 0.01% 269
2024
Q2 		$252K Buy
771
+166
+27% +$57.6K 0.01% 278
2024
Q1 		$225K Sell
605
-100
-14% -$32K 0.01% 274
2023
Q4 		$202K Buy
+705
New +$183K 0.01% 282
2022
Q4 		$201K Buy
+838
New +$182K 0.02% 228

Other funds holding CAT

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Apella Capital's CAT Position: Q3 2026 in Review

Apella Capital increased its Caterpillar (CAT) stake by 12% in Q3 2026, buying an estimated $675K and bringing the position to 7,225 shares worth $5.88M. The position accounts for 0.07% of the portfolio, ranked #170.

Apella Capital first reported a position in CAT in Q4 2022 and has held it in 13 quarters since. The position peaked at $6.04M in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Apella Capital held 7,225 shares of Caterpillar worth $5.88M as of Q3 2026.
  • Apella Capital bought 796 Caterpillar shares in Q3 2026, an estimated $675K.
  • Caterpillar made up 0.07% of Apella Capital's portfolio in Q3 2026, its #170 holding.
  • Apella Capital first reported a position in Caterpillar in Q4 2022 and has held it in 13 quarters since.
  • Apella Capital's Caterpillar position peaked at $6.04M in Q2 2026.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.