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
Other major holders of CAT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 78,785 |
-14.9% |
| $55.8M |
| 0.4% |
| $722.18 |
0 |
| 2025-Q4 | 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 |