AWM
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Apollon Wealth Management’s Caterpillar CAT Stock Holding History

Apollon Wealth Management’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 		$26.8M Buy
25,125
+786
+3% +$690K 0.33% 61
2026
Q1 		$17.2M Buy
24,339
+1,151
+5% +$797K 0.28% 78
2025
Q4 		$13.3M Sell
23,188
-1,612
-7% -$896K 0.23% 90
2025
Q3 		$11.8M Buy
24,800
+123
+0.5% +$52.5K 0.21% 95
2025
Q2 		$9.58M Sell
24,677
-1,129
-4% -$376K 0.19% 106
2025
Q1 		$8.51M Buy
25,806
+202
+0.8% +$72K 0.19% 104
2024
Q4 		$9.29M Buy
25,604
+2,763
+12% +$1.07M 0.21% 87
2024
Q3 		$8.93M Buy
22,841
+180
+0.8% +$62.2K 0.25% 72
2024
Q2 		$7.55M Buy
22,661
+1,673
+8% +$580K 0.23% 74
2024
Q1 		$7.69M Sell
20,988
-686
-3% -$219K 0.24% 77
2023
Q4 		$6.41M Buy
21,674
+7,565
+54% +$1.96M 0.22% 86
2023
Q3 		$3.85M Sell
14,109
-1,025
-7% -$278K 0.19% 104
2023
Q2 		$3.72M Buy
15,134
+2,734
+22% +$610K 0.18% 112
2023
Q1 		$2.84M Buy
12,400
+1,966
+19% +$475K 0.17% 121
2022
Q4 		$2.5M Buy
10,434
+4,820
+86% +$1.05M 0.18% 125
2022
Q3 		$921K Buy
5,614
+147
+3% +$26.9K 0.08% 272
2022
Q2 		$977K Buy
5,467
+47
+0.9% +$9.9K 0.08% 264
2022
Q1 		$1.21M Sell
5,420
-1,019
-16% -$214K 0.09% 243
2021
Q4 		$1.33M Buy
6,439
+4,694
+269% +$945K 0.1% 228
2021
Q3 		$335K Buy
1,745
+430
+33% +$89.6K 0.05% 326
2021
Q2 		$286K Sell
1,315
-200
-13% -$46.2K 0.05% 292
2021
Q1 		$351K Sell
1,515
-528
-26% -$109K 0.07% 248
2020
Q4 		$372K Buy
+2,043
New +$346K 0.1% 142
2020
Q3 		– Sell
-146
Closed -$18K – 230
2020
Q2 		$18K Buy
+146
New +$17.3K 0.01% 384

Other funds holding CAT

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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Apollon Wealth Management's CAT Position: Q2 2026 in Review

Apollon Wealth Management increased its Caterpillar (CAT) stake by 3.2% in Q2 2026, buying an estimated $690K and bringing the position to 25,125 shares worth $26.8M. The position accounts for 0.33% of the portfolio, ranked #61.

Apollon Wealth Management first reported a position in CAT in Q2 2020 and has held it in 24 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Apollon Wealth Management held 25,125 shares of Caterpillar worth $26.8M as of Q2 2026.
  • Apollon Wealth Management bought 786 Caterpillar shares in Q2 2026, an estimated $690K.
  • Caterpillar made up 0.33% of Apollon Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Apollon Wealth Management first reported a position in Caterpillar in Q2 2020 and has held it in 24 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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