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Apriem Advisors’s Caterpillar CAT Stock Holding History

Apriem Advisors’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 		$327K Hold
307
– – 0.03% 148
2026
Q1 		$217K Buy
+307
New +$213K 0.02% 177
2018
Q3 		– Sell
-589
Closed -$80K – 179
2018
Q2 		$80K Buy
+589
New +$88K 0.02% 202
2017
Q2 		– Sell
-537
Closed -$50K – 195
2017
Q1 		$50K Buy
537
+3
+0.6% +$284 0.01% 230
2016
Q4 		$50K Sell
534
-29
-5% -$2.63K 0.01% 229
2016
Q3 		$50K Buy
563
+296
+111% +$24.2K 0.01% 225
2016
Q2 		$20K Buy
267
+110
+70% +$8.24K 0.01% 341
2016
Q1 		$12K Hold
157
– – ﹤0.01% 354
2015
Q4 		$11K Sell
157
-50
-24% -$3.5K ﹤0.01% 365
2015
Q3 		$14K Sell
207
-275
-57% -$21K 0.01% 325
2015
Q2 		$41K Buy
482
+100
+26% +$8.6K 0.01% 234
2015
Q1 		$31K Sell
382
-50
-12% -$4.16K 0.01% 253
2014
Q4 		$40K Buy
432
+11
+3% +$1.07K 0.01% 210
2014
Q3 		$42K Buy
421
+32
+8% +$3.39K 0.02% 221
2014
Q2 		$42K Hold
389
– – 0.02% 208
2014
Q1 		$39K Hold
389
– – 0.01% 237
2013
Q4 		$35K Sell
389
-180
-32% -$15.4K 0.01% 241
2013
Q3 		$47K Hold
569
– – 0.02% 208
2013
Q2 		$47K Buy
+569
New +$48.4K 0.02% 196

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Apriem Advisors's CAT Position: Q2 2026 in Review

Apriem Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 307 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #148.

Apriem Advisors first reported a position in CAT in Q2 2013 and has held it in 19 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Apriem Advisors held 307 shares of Caterpillar worth $327K as of Q2 2026.
  • Apriem Advisors left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.03% of Apriem Advisors's portfolio in Q2 2026, its #148 holding.
  • Apriem Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 19 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Apriem Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.