Caterpillar shares owned by Aptus Capital Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Aptus Capital Advisors
from 13F filings
Historical chart of Aptus Capital Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Aptus Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $43M | 90k | 477.15 |
| 2025-06-30 | $37M | 95k | 388.21 |
| 2025-03-31 | $36M | 108k | 329.80 |
| 2024-12-31 | $35M | 96k | 362.76 |
| 2024-09-30 | $32M | 81k | 391.12 |
| 2024-06-30 | $22M | 66k | 333.10 |
| 2024-03-31 | $19M | 51k | 366.43 |
| 2023-09-30 | $14M | 50k | 273.00 |
| 2023-06-30 | $13M | 52k | 246.05 |
| 2023-03-31 | $13M | 55k | 228.84 |
| 2022-12-31 | $13M | 53k | 239.56 |
| 2022-09-30 | $9.8M | 60k | 164.09 |
| 2022-06-30 | $9.9M | 55k | 178.75 |
| 2022-03-31 | $12M | 52k | 222.81 |
| 2021-12-31 | $9.8M | 47k | 206.75 |
| 2021-09-30 | $7.7M | 40k | 191.97 |
| 2021-06-30 | $7.4M | 34k | 217.64 |
| 2021-03-31 | $7.0M | 30k | 231.87 |
| 2020-12-31 | $5.9M | 32k | 181.99 |
| 2020-09-30 | $2.0M | 14k | 149.10 |
| 2020-06-30 | $20M | 161k | 126.34 |
| 2019-12-31 | $7.3M | 49k | 147.66 |
| 2019-09-30 | $4.9M | 39k | 126.29 |
| 2019-06-30 | $459k | 3.4k | 136.20 |
| 2019-03-31 | $366k | 2.7k | 135.46 |