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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

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Quarterly reported holdings in Caterpillar by AlphaCore Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $225k 825 273.00
2020-03-31 $99k 851 116.33
2019-12-31 $214k 1.5k 147.38

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MPLX Com Unit Rep Ltd (MPLX)
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Ishares Tr Core Msci Total (IXUS)
Pacer Fds Tr Developed Mrkt (ICOW)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Etf Ser Solutions Distillate Us (DSTL)
Spdr Gold Tr Gold Shs (GLD)
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares Msci Emrg Chn (EMXC)
Apple (AAPL)
Enterprise Products Partners (EPD)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)

View all positions for AlphaCore Capital

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
Fisher Investments
Bill & Melinda Gates Foundation Trust
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management
Amundi
Dimensional Fund Advisors
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Caterpillar