Apollon Financial’s Caterpillar CAT Stock Holding History

Apollon 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
2026 Q2	$4.96M	Buy	4,662 +6	+0.1%	+$5.27K	0.59%	50
2026 Q1	$3.3M	Sell	4,656 -78	-2%	-$54K	0.46%	59
2025 Q4	$2.71M	Buy	4,734 +3,155	+200%	+$1.75M	0.39%	64
2025 Q3	$754K	Buy	1,579 +192	+14%	+$82K	0.13%	125
2025 Q2	$538K	Sell	1,387 -19	-1%	-$6.33K	0.11%	128
2025 Q1	$464K	Buy	1,406 +97	+7%	+$34.6K	0.11%	133
2024 Q4	$475K	Sell	1,309 -31	-2%	-$12K	0.12%	119
2024 Q3	$524K	Buy	1,340 +33	+3%	+$11.4K	0.15%	97
2024 Q2	$435K	Sell	1,307 -2	-0.2%	-$693	0.14%	93
2024 Q1	$480K	Sell	1,309 -98	-7%	-$31.3K	0.17%	92
2023 Q4	$416K	Buy	+1,407	New	+$365K	0.16%	92

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Apollon Financial's CAT Position: Q2 2026 in Review

Apollon Financial increased its Caterpillar (CAT) stake by 0.13% in Q2 2026, buying an estimated $5.27K and bringing the position to 4,662 shares worth $4.96M. The position accounts for 0.59% of the portfolio, ranked #50.

Apollon Financial first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Apollon Financial held 4,662 shares of Caterpillar worth $4.96M as of Q2 2026.
Apollon Financial bought 6 Caterpillar shares in Q2 2026, an estimated $5.27K.
Caterpillar made up 0.59% of Apollon Financial's portfolio in Q2 2026, its #50 holding.
Apollon Financial first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.