Caterpillar shares owned by Alpha Cubed Investments
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Alpha Cubed Investments
from 13F filings
Historical chart of Alpha Cubed Investments investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Alpha Cubed Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $77M | 161k | 477.15 |
| 2025-06-30 | $63M | 163k | 388.21 |
| 2025-03-31 | $46M | 139k | 329.80 |
| 2024-12-31 | $45M | 125k | 362.76 |
| 2024-09-30 | $46M | 117k | 391.12 |
| 2024-06-30 | $37M | 110k | 333.10 |
| 2024-03-31 | $42M | 114k | 366.43 |
| 2023-12-31 | $29M | 98k | 295.67 |
| 2023-09-30 | $24M | 89k | 273.00 |
| 2023-06-30 | $18M | 71k | 246.05 |
| 2023-03-31 | $1.9M | 8.1k | 228.83 |
| 2022-12-31 | $2.3M | 9.7k | 239.55 |
| 2022-09-30 | $1.6M | 9.8k | 164.04 |
| 2022-06-30 | $2.0M | 11k | 178.77 |
| 2022-03-31 | $2.5M | 11k | 222.80 |
| 2021-12-31 | $2.3M | 11k | 206.73 |
| 2021-09-30 | $2.2M | 12k | 191.95 |
| 2021-06-30 | $15M | 67k | 217.63 |
| 2021-03-31 | $16M | 68k | 231.87 |
| 2020-12-31 | $11M | 62k | 182.01 |
| 2020-09-30 | $10M | 69k | 149.15 |
| 2020-06-30 | $7.2M | 57k | 126.50 |
| 2020-03-31 | $7.0M | 60k | 116.04 |
| 2019-12-31 | $1.3M | 9.0k | 147.72 |
| 2019-09-30 | $1.1M | 8.6k | 126.35 |
| 2019-06-30 | $1.2M | 9.1k | 136.33 |
| 2019-03-31 | $2.7M | 20k | 135.51 |
| 2018-12-31 | $2.5M | 20k | 127.07 |
| 2018-09-30 | $16M | 120k | 131.32 |
| 2018-06-30 | $14M | 104k | 135.67 |
| 2018-03-31 | $1.2M | 8.2k | 147.36 |
| 2017-12-31 | $1.3M | 8.4k | 157.64 |
| 2017-09-30 | $1.1M | 8.9k | 124.68 |
| 2017-06-30 | $807k | 7.5k | 107.40 |
| 2017-03-31 | $584k | 6.3k | 92.82 |
| 2016-12-31 | $484k | 5.2k | 92.79 |
| 2016-09-30 | $467k | 5.3k | 88.72 |
| 2016-06-30 | $399k | 5.3k | 75.80 |
| 2016-03-31 | $499k | 6.5k | 76.49 |
| 2015-12-31 | $425k | 6.3k | 67.91 |
| 2015-09-30 | $442k | 6.1k | 72.94 |
| 2015-06-30 | $514k | 6.1k | 84.82 |
| 2015-03-31 | $395k | 4.9k | 80.09 |
| 2014-12-31 | $387k | 4.2k | 91.45 |
| 2014-09-30 | $424k | 4.3k | 99.02 |
| 2014-06-30 | $973k | 9.0k | 108.65 |
| 2014-03-31 | $893k | 9.0k | 99.34 |
| 2013-12-31 | $851k | 9.4k | 90.76 |