Position history for Aptus Capital Advisors, LLC's holdings in CATERPILLAR INC DEL
Aptus Capital Advisors, LLC holds 92,625 shares of CAT (CATERPILLAR INC DEL), worth $53.1M as of 2025-Q4. The position was increased (++2.4% shares). CAT represents 0.4% of Aptus Capital Advisors, LLC's portfolio.
Current Value
$53.1M
Current Shares
92,625
Total Value Change
+$31M
Total Shares Change
+26,534
Other major holders of CAT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 92,625 |
+2.4% |
| $53.1M |
| 0.4% |
| $576.04 |
36 |
| 2025-Q3 | Decreased | 90,431 | -4.7% | $43.1M | 0.3% | $469.16 | 0 |
| 2025-Q2 | Decreased | 94,915 | -12.2% | $36.8M | 0.3% | $381.32 | 0 |
| 2025-Q1 | Increased | 108,134 | +12.5% | $35.7M | 0.4% | $325.22 | 39 |
| 2024-Q4 | Increased | 96,109 | +19.3% | $34.9M | 0.4% | $356.77 | 41 |
| 2024-Q3 | Increased | 80,565 | +21.9% | $31.5M | 0.5% | $382.99 | 41 |
| 2024-Q2 | Increased | 66,091 | +29.0% | $22M | 0.4% | $324.88 | 43 |