Caterpillar shares owned by Apexium Financial
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Apexium Financial
from 13F filings
Historical chart of Apexium Financial investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Apexium Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $467k | 979 | 477.25 |
| 2025-06-30 | $375k | 967 | 388.11 |
| 2024-12-31 | $354k | 975 | 362.81 |
| 2024-09-30 | $419k | 1.1k | 391.14 |
| 2024-06-30 | $333k | 1.0k | 333.06 |
| 2024-03-31 | $394k | 1.1k | 366.38 |
| 2023-12-31 | $418k | 1.4k | 295.60 |
| 2023-09-30 | $321k | 1.2k | 273.05 |
| 2023-06-30 | $289k | 1.2k | 246.02 |
| 2023-03-31 | $223k | 975 | 228.90 |
| 2022-12-31 | $226k | 944 | 239.53 |