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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Apella Capital's CAT Position: Q2 2026 in Review

Apella Capital increased its Caterpillar (CAT) stake by 0.97% in Q2 2026, buying an estimated $54.5K and bringing the position to 6,429 shares worth $6.04M. The position accounts for 0.09% of the portfolio, ranked #151.

Apella Capital first reported a position in CAT in Q4 2022 and has held it in 12 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Apella Capital held 6,429 shares of Caterpillar worth $6.04M as of Q2 2026.
  • Apella Capital bought 62 Caterpillar shares in Q2 2026, an estimated $54.5K.
  • Caterpillar made up 0.09% of Apella Capital's portfolio in Q2 2026, its #151 holding.
  • Apella Capital first reported a position in Caterpillar in Q4 2022 and has held it in 12 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.