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Aptus Capital Advisors’s Caterpillar CAT Stock Holding History

Aptus Capital 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
Q1 		$55.8M Sell
78,785
-13,840
-15% -$9.59M 0.44% 49
2025
Q4 		$53.1M Buy
92,625
+2,194
+2% +$1.22M 0.38% 56
2025
Q3 		$43.1M Sell
90,431
-4,484
-5% -$1.91M 0.31% 66
2025
Q2 		$36.8M Sell
94,915
-13,219
-12% -$4.41M 0.3% 67
2025
Q1 		$35.7M Buy
108,134
+12,025
+13% +$4.28M 0.37% 60
2024
Q4 		$34.9M Buy
96,109
+15,544
+19% +$6.03M 0.37% 61
2024
Q3 		$31.5M Buy
80,565
+14,474
+22% +$5M 0.47% 51
2024
Q2 		$22M Buy
66,091
+14,875
+29% +$5.16M 0.39% 63
2024
Q1 		$18.8M Buy
51,216
+3,854
+8% +$1.23M 0.35% 64
2023
Q4 		$14M Sell
47,362
-2,347
-5% -$609K 0.38% 66
2023
Q3 		$13.6M Sell
49,709
-1,947
-4% -$528K 0.37% 60
2023
Q2 		$12.7M Sell
51,656
-3,739
-7% -$834K 0.3% 74
2023
Q1 		$12.7M Buy
55,395
+2,576
+5% +$623K 0.34% 63
2022
Q4 		$12.7M Sell
52,819
-6,678
-11% -$1.45M 0.39% 52
2022
Q3 		$9.76M Buy
59,497
+4,363
+8% +$797K 0.24% 60
2022
Q2 		$9.86M Buy
55,134
+3,447
+7% +$726K 0.26% 56
2022
Q1 		$11.5M Buy
51,687
+4,451
+9% +$933K 0.29% 48
2021
Q4 		$9.77M Buy
47,236
+6,895
+17% +$1.39M 0.29% 50
2021
Q3 		$7.74M Buy
40,341
+6,292
+18% +$1.31M 0.2% 63
2021
Q2 		$7.41M Buy
34,049
+3,770
+12% +$871K 0.22% 58
2021
Q1 		$7.02M Sell
30,279
-2,039
-6% -$422K 0.25% 54
2020
Q4 		$5.88M Buy
32,318
+18,589
+135% +$3.15M 0.27% 59
2020
Q3 		$2.05M Buy
13,729
+12,985
+1,745% +$1.82M 0.11% 112
2020
Q2 		$94K Buy
+744
New +$88.2K 0.01% 293
2020
Q1 		– Sell
-27,692
Closed -$4.09M – 419
2019
Q4 		$4.09M Buy
27,692
+6,313
+30% +$881K 0.29% 57
2019
Q3 		$2.7M Buy
21,379
+18,009
+534% +$2.29M 0.15% 76
2019
Q2 		$459K Buy
3,370
+668
+25% +$88.3K 0.06% 253
2019
Q1 		$366K Buy
+2,702
New +$359K 0.06% 239

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aptus Capital Advisors's CAT Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Caterpillar (CAT) stake by 15% in Q1 2026, selling an estimated $9.59M and leaving 78,785 shares worth $55.8M. The position accounts for 0.44% of the portfolio, ranked #49.

Aptus Capital Advisors first reported a position in CAT in Q1 2019 and has held it in 28 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Aptus Capital Advisors held 78,785 shares of Caterpillar worth $55.8M as of Q1 2026.
  • Aptus Capital Advisors sold 13,840 Caterpillar shares in Q1 2026, an estimated $9.59M.
  • Caterpillar made up 0.44% of Aptus Capital Advisors's portfolio in Q1 2026, its #49 holding.
  • Aptus Capital Advisors first reported a position in Caterpillar in Q1 2019 and has held it in 28 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.