ACA
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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
2020
Q3 		– Sell
-160,000
Closed -$20.2M – 472
2020
Q2 		$20.2M Buy
+160,000
New +$19M 1.27% 23

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.