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
Q1 		– Sell
-21,600
Closed -$3.19M – 420
2019
Q4 		$3.19M Buy
21,600
+3,900
+22% +$544K 0.23% 82
2019
Q3 		$2.24M Buy
+17,700
New +$2.25M 0.12% 112

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

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.