Caterpillar shares owned by AlphaCore Capital
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by AlphaCore Capital
from 13F filings
Historical chart of AlphaCore Capital investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by AlphaCore Capital consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by AlphaCore Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 2.8k | 477.07 |
| 2025-06-30 | $1.0M | 2.6k | 388.20 |
| 2025-03-31 | $599k | 1.8k | 329.83 |
| 2024-12-31 | $372k | 1.0k | 362.79 |
| 2024-09-30 | $401k | 1.0k | 391.15 |
| 2024-06-30 | $361k | 1.1k | 333.12 |
| 2024-03-31 | $320k | 872 | 366.43 |
| 2023-09-30 | $225k | 825 | 273.00 |
| 2020-03-31 | $99k | 851 | 116.33 |
| 2019-12-31 | $214k | 1.5k | 147.38 |