Aptus Capital Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.8M | Sell |
94,915
-13,219
| -12% | -$5.13M | 0.3% | 57 |
|
|
2025
Q1 | $35.7M | Buy |
108,134
+12,025
| +13% | +$3.97M | 0.37% | 55 |
|
|
2024
Q4 | $34.9M | Buy |
96,109
+15,544
| +19% | +$5.64M | 0.37% | 53 |
|
|
2024
Q3 | $31.5M | Buy |
80,565
+14,474
| +22% | +$5.66M | 0.47% | 50 |
|
|
2024
Q2 | $22M | Buy |
66,091
+14,875
| +29% | +$4.95M | 0.39% | 60 |
|
|
2024
Q1 | $18.8M | Buy |
51,216
+3,854
| +8% | +$1.41M | 0.35% | 57 |
|
|
2023
Q4 | $14M | Sell |
47,362
-2,347
| -5% | -$694K | 0.38% | 64 |
|
|
2023
Q3 | $13.6M | Sell |
49,709
-1,947
| -4% | -$532K | 0.37% | 57 |
|
|
2023
Q2 | $12.7M | Sell |
51,656
-3,739
| -7% | -$920K | 0.3% | 63 |
|
|
2023
Q1 | $12.7M | Buy |
55,395
+2,576
| +5% | +$589K | 0.34% | 61 |
|
|
2022
Q4 | $12.7M | Sell |
52,819
-6,678
| -11% | -$1.6M | 0.39% | 50 |
|
|
2022
Q3 | $9.76M | Buy |
59,497
+4,363
| +8% | +$716K | 0.24% | 56 |
|
|
2022
Q2 | $9.86M | Buy |
55,134
+3,447
| +7% | +$616K | 0.26% | 49 |
|
|
2022
Q1 | $11.5M | Buy |
51,687
+4,451
| +9% | +$992K | 0.29% | 40 |
|
|
2021
Q4 | $9.77M | Buy |
47,236
+6,895
| +17% | +$1.43M | 0.29% | 42 |
|
|
2021
Q3 | $7.74M | Buy |
40,341
+6,292
| +18% | +$1.21M | 0.2% | 44 |
|
|
2021
Q2 | $7.41M | Buy |
34,049
+3,770
| +12% | +$820K | 0.22% | 39 |
|
|
2021
Q1 | $7.02M | Sell |
30,279
-2,039
| -6% | -$473K | 0.25% | 34 |
|
|
2020
Q4 | $5.88M | Buy |
32,318
+18,589
| +135% | +$3.38M | 0.27% | 40 |
|
|
2020
Q3 | $2.05M | Buy |
13,729
+12,985
| +1,745% | +$1.94M | 0.11% | 91 |
|
|
2020
Q2 | $94K | Buy |
+744
| New | +$94K | 0.01% | 277 |
|
|
2020
Q1 | – | Sell |
-27,692
| Closed | -$4.09M | – | 400 |
|
|
2019
Q4 | $4.09M | Buy |
27,692
+6,313
| +30% | +$932K | 0.29% | 39 |
|
|
2019
Q3 | $2.7M | Buy |
21,379
+18,009
| +534% | +$2.27M | 0.15% | 56 |
|
|
2019
Q2 | $459K | Buy |
3,370
+668
| +25% | +$91K | 0.06% | 242 |
|
|
2019
Q1 | $366K | Buy |
+2,702
| New | +$366K | 0.06% | 226 |
|