Apricus Wealth’s Caterpillar CAT Stock Holding History

Apricus Wealth’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	$1.15M	Hold	1,420	–	–	0.52%	53
2026 Q2	$1.51M	Buy	1,420 +26	+2%	+$22.8K	0.72%	48
2026 Q1	$988K	Hold	1,394	–	–	0.48%	53
2025 Q4	$799K	Hold	1,394	–	–	0.41%	57
2025 Q3	$665K	Buy	1,394 +5	+0.4%	+$2.14K	0.36%	62
2025 Q2	$539K	Hold	1,389	–	–	0.31%	63
2025 Q1	$458K	Hold	1,389	–	–	0.27%	68
2024 Q4	$504K	Hold	1,389	–	–	0.33%	68
2024 Q3	$543K	Hold	1,389	–	–	0.36%	65
2024 Q2	$463K	Buy	1,389 +14	+1%	+$4.85K	0.33%	67
2024 Q1	$504K	Hold	1,375	–	–	0.35%	65
2023 Q4	$407K	Hold	1,375	–	–	0.31%	62
2023 Q3	$368K	Hold	1,375	–	–	0.32%	61
2023 Q2	$354K	Hold	1,375	–	–	0.31%	62
2023 Q1	$315K	Hold	1,375	–	–	0.29%	64
2022 Q4	$329K	Hold	1,375	–	–	0.3%	63
2022 Q3	$226K	Hold	1,375	–	–	0.22%	72
2022 Q2	$246K	Buy	1,375 +125	+10%	+$26.3K	0.23%	77
2022 Q1	$294K	Buy	+1,250	New	+$262K	0.24%	73

Other funds holding CAT

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

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Apricus Wealth's CAT Position: Q3 2026 in Review

Apricus Wealth held its Caterpillar (CAT) position steady in Q3 2026 at 1,420 shares worth $1.15M. The position accounts for 0.52% of the portfolio, ranked #53.

Apricus Wealth first reported a position in CAT in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.51M in Q2 2026. 1,772 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Apricus Wealth held 1,420 shares of Caterpillar worth $1.15M as of Q3 2026.
Apricus Wealth left its Caterpillar share count unchanged in Q3 2026.
Caterpillar made up 0.52% of Apricus Wealth's portfolio in Q3 2026, its #53 holding.
Apricus Wealth first reported a position in Caterpillar in Q1 2022 and has held it in 19 quarters since.
Apricus Wealth's Caterpillar position peaked at $1.51M in Q2 2026.
1,772 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Apricus Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.