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Livermore
Livermore
ZHEN

Aptus Capital Advisors, LLC

SEC CIK
0001664193
Latest filing
Aug 12, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Aptus Capital Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overviewAll 13F holders of CATFull Q2 2026 holdings

Shares (Q2 2026)
58,020
Value
$61.8M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of CAT by Aptus Capital Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202658,020$61.8M0.5%−20,765−26.4%ReducedHolders
Q1 202678,785$55.8M0.5%−13,840−14.9%ReducedHolders
Q4 202592,625$53.1M0.5%+2,194+2.4%AddedHolders
Q3 202590,431$43.1M0.4%−4,484−4.7%ReducedHolders
Q2 202594,915$36.8M0.4%−13,219−12.2%ReducedHolders
Q1 2025108,134$35.7M0.4%+12,025+12.5%AddedHolders
Q4 202496,109$34.9M0.4%+15,544+19.3%AddedHolders
Q3 202480,565$31.5M0.5%+14,474+21.9%AddedHolders
Q2 202466,091$22.0M0.4%+14,875+29.0%AddedHolders
Q1 202451,216$18.8M0.4%+3,854+8.1%AddedHolders
Q4 202347,362$14.0M0.4%−2,347−4.7%ReducedHolders
Q3 202349,709$13.6M0.4%−1,947−3.8%ReducedHolders
Q2 202351,656$12.7M0.4%−3,739−6.7%ReducedHolders
Q1 202355,395$12.7M0.4%+2,576+4.9%AddedHolders
Q4 202252,819$12.7M0.4%−6,678−11.2%ReducedHolders
Q3 202259,497$9.76M0.3%+4,363+7.9%AddedHolders
Q2 202255,134$9.86M0.3%+3,447+6.7%AddedHolders
Q1 202251,687$11.5M0.4%+4,451+9.4%AddedHolders
Q4 202147,236$9.77M0.3%+6,895+17.1%AddedHolders
Q3 202140,341$7.74M0.3%+6,292+18.5%AddedHolders
Q2 202134,049$7.41M0.3%+3,770+12.5%AddedHolders
Q1 202130,279$7.02M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.