Caterpillar shares owned by Alpha Family Trust
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Alpha Family Trust
from 13F filings
Historical chart of Alpha Family Trust investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Alpha Family Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Alpha Family Trust
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $497k | 1.3k | 391.12 |
2024-06-30 | $423k | 1.3k | 333.10 |
2024-03-31 | $465k | 1.3k | 366.43 |
2023-12-31 | $376k | 1.3k | 295.67 |
2023-09-30 | $347k | 1.3k | 273.00 |
2023-06-30 | $313k | 1.3k | 246.05 |
2023-03-31 | $291k | 1.3k | 228.84 |
2022-12-31 | $304k | 1.3k | 239.56 |