Apollon Wealth Management
CAT icon

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
Q3 		$25.3M Buy
31,214
+6,089
+24% +$5.16M 0.29% 65
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 		$9.6M 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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Apollon Wealth Management's CAT Position: Q3 2026 in Review

Apollon Wealth Management increased its Caterpillar (CAT) stake by 24% in Q3 2026, buying an estimated $5.16M and bringing the position to 31,214 shares worth $25.3M. The position accounts for 0.29% of the portfolio, ranked #65.

Apollon Wealth Management first reported a position in CAT in Q2 2020 and has held it in 25 quarters since. The position peaked at $26.8M in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Apollon Wealth Management held 31,214 shares of Caterpillar worth $25.3M as of Q3 2026.
  • Apollon Wealth Management bought 6,089 Caterpillar shares in Q3 2026, an estimated $5.16M.
  • Caterpillar made up 0.29% of Apollon Wealth Management's portfolio in Q3 2026, its #65 holding.
  • Apollon Wealth Management first reported a position in Caterpillar in Q2 2020 and has held it in 25 quarters since.
  • Apollon Wealth Management's Caterpillar position peaked at $26.8M in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

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