Aptus Capital Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $61.8M | Sell |
58,020
-20,765
| -26% | -$18.2M | 0.42% | 52 |
|
|
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
Aptus Capital Advisors's CAT Position: Q2 2026 in Review
Aptus Capital Advisors reduced its Caterpillar (CAT) stake by 26% in Q2 2026, selling an estimated $18.2M and leaving 58,020 shares worth $61.8M. The position accounts for 0.42% of the portfolio, ranked #52.
Aptus Capital Advisors first reported a position in CAT in Q1 2019 and has held it in 29 quarters since. 4,047 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Aptus Capital Advisors held 58,020 shares of Caterpillar worth $61.8M as of Q2 2026.
- Aptus Capital Advisors sold 20,765 Caterpillar shares in Q2 2026, an estimated $18.2M.
- Caterpillar made up 0.42% of Aptus Capital Advisors's portfolio in Q2 2026, its #52 holding.
- Aptus Capital Advisors first reported a position in Caterpillar in Q1 2019 and has held it in 29 quarters since.
- 4,047 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.