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 Q3	$3.39M	Sell	4,182 -480	-10%	-$407K	0.38%	65
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Apollon Financial's CAT Position: Q3 2026 in Review

Apollon Financial reduced its Caterpillar (CAT) stake by 10% in Q3 2026, selling an estimated $407K and leaving 4,182 shares worth $3.39M. The position accounts for 0.38% of the portfolio, ranked #65.

Apollon Financial first reported a position in CAT in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.96M in Q2 2026. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Apollon Financial held 4,182 shares of Caterpillar worth $3.39M as of Q3 2026.
Apollon Financial sold 480 Caterpillar shares in Q3 2026, an estimated $407K.
Caterpillar made up 0.38% of Apollon Financial's portfolio in Q3 2026, its #65 holding.
Apollon Financial first reported a position in Caterpillar in Q4 2023 and has held it in 12 quarters since.
Apollon Financial's Caterpillar position peaked at $4.96M in Q2 2026.
2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Apollon Financial's 13F filing for Q3 2026, filed 23 Oct 2026.