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CATCAT
Showing 8 of 30 quarters

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

Aptus Capital Advisors, LLC holds 58,020 shares of CAT (CATERPILLAR INC), worth $61.8M as of 2026-Q2. The position was decreased (-26.4% shares). CAT represents 0.4% of Aptus Capital Advisors, LLC's portfolio.

Current Value

$61.8M

Current Shares

58,020

Total Value Change

+$30.3M

Total Shares Change

-22,545

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
58,020
-26.4%
$61.8M0.4%$1,062.93
0
2026-Q1
Decreased
78,785
-14.9%
$55.8M0.4%$705.80
0
2025-Q4
Increased
92,625
+2.4%
$53.1M0.4%$569.39
36
2025-Q3
Decreased
90,431
-4.7%
$43.1M0.3%$472.89
0
2025-Q2
Decreased
94,915
-12.2%
$36.8M0.3%$383.34
0
2025-Q1
Increased
108,134
+12.5%
$35.7M0.4%$324.10
39
2024-Q4
Increased
96,109
+19.3%
$34.9M0.4%$355.19
41
2024-Q3
Increased
80,565
+21.9%
$31.5M0.5%$381.59
41

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

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