Alexis Investment Partners »

Caterpillar shares owned by Alexis Investment Partners

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Alexis Investment Partners from 13F filings

Historical chart of Alexis Investment Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Alexis Investment Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Alexis Investment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 3.6k 472.47
2025-06-30 $1.2M 3.1k 385.35
2025-03-31 $960k 2.9k 329.69
2024-12-31 $1.2M 3.4k 362.97

More positions owned by Alexis Investment Partners

Tjx Cos Stock (TJX)
Alexis Practical Tactical Etf Etf (LEXI)
Spdr Gold Shares Etf (GLD)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Global 100 Etf Etf (IOO)
Vanguard Dividend Appreciation Etf Etf (VIG)
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)
Vanguard Mega Cap Growth Etf Etf (MGK)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Msci Intl Momentum Factor Etf Etf (IMTM)
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)
Spdr S&p Midcap 400 Etf Trust Etf (MDY)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)

View all positions for Alexis Investment Partners

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar