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Apexium Financial’s Caterpillar CAT Stock Holding History

Apexium Financial’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
2025
Q3 		$467K Buy
979
+12
+1% +$5.12K 0.02% 198
2025
Q2 		$375K Buy
967
+22
+2% +$7.33K 0.02% 211
2025
Q1 		$312K Sell
945
-30
-3% -$10.7K 0.02% 220
2024
Q4 		$354K Sell
975
-96
-9% -$37.2K 0.02% 193
2024
Q3 		$419K Buy
1,071
+71
+7% +$24.5K 0.03% 157
2024
Q2 		$333K Sell
1,000
-75
-7% -$26K 0.02% 172
2024
Q1 		$394K Sell
1,075
-339
-24% -$108K 0.03% 161
2023
Q4 		$418K Buy
1,414
+240
+20% +$62.3K 0.03% 188
2023
Q3 		$321K Buy
1,174
+1
+0.1% +$271 0.03% 165
2023
Q2 		$289K Buy
1,173
+198
+20% +$44.1K 0.03% 178
2023
Q1 		$223K Buy
975
+31
+3% +$7.49K 0.02% 191
2022
Q4 		$226K Buy
+944
New +$206K 0.02% 192

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Apexium Financial's CAT Position: Q3 2025 in Review

Apexium Financial increased its Caterpillar (CAT) stake by 1.2% in Q3 2025, buying an estimated $5.12K and bringing the position to 979 shares worth $467K. The position accounts for 0.02% of the portfolio, ranked #198.

Apexium Financial first reported a position in CAT in Q4 2022 and has held it in 12 quarters since. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Apexium Financial held 979 shares of Caterpillar worth $467K as of Q3 2025.
  • Apexium Financial bought 12 Caterpillar shares in Q3 2025, an estimated $5.12K.
  • Caterpillar made up 0.02% of Apexium Financial's portfolio in Q3 2025, its #198 holding.
  • Apexium Financial first reported a position in Caterpillar in Q4 2022 and has held it in 12 quarters since.
  • 3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.