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Caterpillar shares owned by Alpha Financial Partners

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

Historical chart of Alpha Financial Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Alpha Financial Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $211k 198 1063.46

More positions owned by Alpha Financial Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ssga Active Tr Sst Bridgewater (ALLW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr National Mun Etf (MUB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core S&p Scp Etf (IJR)
JPMorgan Chase & Co. (JPM)
Quanta Services (PWR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Cre U S Reit Etf (USRT)

View all positions for Alpha Financial Partners

Top funds holding Caterpillar

California State Teachers Retirement System
BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates

View all funds holding Caterpillar