Position in CAT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$26,755,612
+$9,512,405 QoQ
Shares Held
25,125
+3.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#483
of 4,031 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Apollon Wealth Management, LLC holds $36,681,229 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (72.9% of the industry book) .
All Filings in CAT
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,755,612 | 25,125 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $17,243,207 | 24,339 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $13,283,709 | 23,188 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $11,833,320 | 24,800 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $9,579,858 | 24,677 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $8,510,818 | 25,806 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $9,288,107 | 25,604 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $8,933,571 | 22,841 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $7,548,379 | 22,661 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $7,690,632 | 20,988 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $6,408,351 | 21,674 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,851,757 | 14,109 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,723,720 | 15,134 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,837,616 | 12,400 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $2,499,569 | 10,434 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $921,145 | 5,614 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $977,280 | 5,467 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,207,684 | 5,420 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,331,198 | 6,439 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $334,987 | 1,745 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $286,183 | 1,315 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $351,283 | 1,515 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $371,866 | 2,043 | Shares | Sole | 2021-01-29 | |
| 2020-06-30 | $18,469 | 146 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||