Caterpillar shares owned by Apella Capital
Historical chart of Apella Capital investment in Caterpillar
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All positions including Caterpillar held by Apella Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 3.6k | 541.00 |
| 2025-06-30 | $1.3M | 3.3k | 391.53 |
| 2025-03-31 | $991k | 3.3k | 301.03 |
| 2024-12-31 | $304k | 838 | 362.85 |
| 2024-09-30 | $312k | 792 | 394.26 |
| 2024-06-30 | $252k | 771 | 326.22 |
| 2024-03-31 | $225k | 605 | 371.81 |
| 2023-12-31 | $202k | 705 | 286.01 |
| 2022-12-31 | $201k | 838 | 239.56 |