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
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Quarterly reported holdings in Caterpillar by Alpha Family Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $606k | 1.3k | 477.15 |
| 2025-06-30 | $493k | 1.3k | 388.21 |
| 2025-03-31 | $419k | 1.3k | 329.80 |
| 2024-12-31 | $461k | 1.3k | 362.76 |
| 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 |