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Caterpillar shares owned by Alpha Wealth Funds

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

Historical chart of Alpha Wealth Funds investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Alpha Wealth Funds

Quarter filed Position value Share count Share price at filing
2025-12-31 $573k 1.0k 572.87
2025-09-30 $477k 1.0k 477.15

More positions owned by Alpha Wealth Funds

Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr S&p 500 Etf Tr Call Call Option
Ishares Tr Iboxx Inv Cp Etf (LQD)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vaneck Etf Trust Bdc Income Etf (BIZD)
Fs Kkr Capital Corp (FSK)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Scp Etf (IJR)
Energy Transfer Com Ut Ltd Ptn (ET)
Ishares Tr Core Msci Total (IXUS)
Rockwell Automation (ROK)
Applied Materials (AMAT)
Select Sector Spdr Tr State Street Tec (XLK)
Appfolio Com Cl A (APPF)

View all positions for Alpha Wealth Funds

Top funds holding Caterpillar

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

View all funds holding Caterpillar