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CAT
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Position history for Aptus Capital Advisors, LLC's holdings in CATERPILLAR INC

Aptus Capital Advisors, LLC holds 78,785 shares of CAT (CATERPILLAR INC), worth $55.8M as of 2026-Q1. The position was decreased (-14.9% shares). CAT represents 0.4% of Aptus Capital Advisors, LLC's portfolio.

Current Value

$55.8M

Current Shares

78,785

Total Value Change

+$33.8M

Total Shares Change

+12,694

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
78,785
-14.9%
$55.8M0.4%$722.18
0
2025-Q4
Increased
92,625
+2.4%
$53.1M0.4%$576.04
36
2025-Q3
Decreased
90,431
-4.7%
$43.1M0.3%$469.16
0
2025-Q2
Decreased
94,915
-12.2%
$36.8M0.3%$381.32
0
2025-Q1
Increased
108,134
+12.5%
$35.7M0.4%$325.22
39
2024-Q4
Increased
96,109
+19.3%
$34.9M0.4%$356.77
41
2024-Q3
Increased
80,565
+21.9%
$31.5M0.5%$382.99
41
2024-Q2
Increased
66,091
+29.0%
$22M0.4%$324.88
43

Other major holders of CAT: VANGUARD GROUP INC, BlackRock, Inc., STATE STREET CORP, VANGUARD CAPITAL MANAGEMENT LLC

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