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 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%	+$2.13K	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

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Apricus Wealth's CAT Position: Q2 2026 in Review

Apricus Wealth increased its Caterpillar (CAT) stake by 1.9% in Q2 2026, buying an estimated $22.8K and bringing the position to 1,420 shares worth $1.51M. The position accounts for 0.72% of the portfolio, ranked #48.

Apricus Wealth first reported a position in CAT in Q1 2022 and has held it in 18 quarters since. 1,524 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Apricus Wealth held 1,420 shares of Caterpillar worth $1.51M as of Q2 2026.
Apricus Wealth bought 26 Caterpillar shares in Q2 2026, an estimated $22.8K.
Caterpillar made up 0.72% of Apricus Wealth's portfolio in Q2 2026, its #48 holding.
Apricus Wealth first reported a position in Caterpillar in Q1 2022 and has held it in 18 quarters since.
1,524 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Apricus Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.