Aprio Wealth Management
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Aprio Wealth Management’s Caterpillar CAT Stock Holding History

Aprio 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 		$2.52M Sell
3,104
-89
-3% -$75.5K 0.11% 126
2026
Q2 		$3.4M Buy
3,193
+135
+4% +$119K 0.17% 106
2026
Q1 		$2.17M Buy
3,058
+303
+11% +$210K 0.12% 119
2025
Q4 		$1.7M Buy
2,755
+715
+35% +$397K 0.1% 139
2025
Q3 		$973K Buy
2,040
+240
+13% +$102K 0.1% 127
2025
Q2 		$699K Sell
1,800
-158
-8% -$52.7K 0.08% 146
2025
Q1 		$646K Buy
1,958
+65
+3% +$23.2K 0.08% 146
2024
Q4 		$687K Buy
1,893
+845
+81% +$328K 0.1% 109
2024
Q3 		$410K Buy
1,048
+170
+19% +$58.7K 0.07% 144
2024
Q2 		$292K Sell
878
-6
-0.7% -$2.08K 0.05% 172
2024
Q1 		$324K Buy
884
+73
+9% +$23.3K 0.06% 143
2023
Q4 		$240K Buy
811
+1
+0.1% +$259 0.05% 164
2023
Q3 		$221K Buy
+810
New +$220K 0.06% 151

Other funds holding CAT

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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Aprio Wealth Management reduced its Caterpillar (CAT) stake by 2.8% in Q3 2026, selling an estimated $75.5K and leaving 3,104 shares worth $2.52M. The position accounts for 0.11% of the portfolio, ranked #126.

Aprio Wealth Management first reported a position in CAT in Q3 2023 and has held it in 13 quarters since. The position peaked at $3.4M in Q2 2026. 2,475 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Aprio Wealth Management held 3,104 shares of Caterpillar worth $2.52M as of Q3 2026.
  • Aprio Wealth Management sold 89 Caterpillar shares in Q3 2026, an estimated $75.5K.
  • Caterpillar made up 0.11% of Aprio Wealth Management's portfolio in Q3 2026, its #126 holding.
  • Aprio Wealth Management first reported a position in Caterpillar in Q3 2023 and has held it in 13 quarters since.
  • Aprio Wealth Management's Caterpillar position peaked at $3.4M in Q2 2026.
  • 2,475 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.