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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $43.1M | Sell |
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|
2025
Q2 | $36.8M | Sell |
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|
2025
Q1 | $35.7M | Buy |
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|
2024
Q4 | $34.9M | Buy |
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|
2024
Q3 | $31.5M | Buy |
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|
2024
Q2 | $22M | Buy |
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|
2024
Q1 | $18.8M | Buy |
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|
2023
Q4 | $14M | Sell |
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|
2023
Q3 | $13.6M | Sell |
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|
2023
Q2 | $12.7M | Sell |
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|
2023
Q1 | $12.7M | Buy |
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|
2022
Q4 | $12.7M | Sell |
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|
2022
Q3 | $9.76M | Buy |
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|
2022
Q2 | $9.86M | Buy |
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|
2022
Q1 | $11.5M | Buy |
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|
2021
Q4 | $9.77M | Buy |
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|
2021
Q3 | $7.74M | Buy |
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|
2021
Q2 | $7.41M | Buy |
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|
2021
Q1 | $7.02M | Sell |
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|
2020
Q4 | $5.88M | Buy |
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|
2020
Q3 | $2.05M | Buy |
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|
2020
Q2 | $94K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4.09M | Buy |
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|
2019
Q3 | $2.7M | Buy |
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|
2019
Q2 | $459K | Buy |
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|
2019
Q1 | $366K | Buy |
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