AFT
CAT icon

Alpha Family Trust’s Caterpillar CAT Stock Holding History

Alpha Family Trust’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$900K Hold
1,270
– – 0.44% 42
2025
Q4 		$728K Hold
1,270
– – 0.33% 52
2025
Q3 		$606K Hold
1,270
– – 0.28% 65
2025
Q2 		$493K Hold
1,270
– – 0.24% 75
2025
Q1 		$419K Hold
1,270
– – 0.24% 80
2024
Q4 		$461K Hold
1,270
– – 0.26% 62
2024
Q3 		$497K Hold
1,270
– – 0.28% 62
2024
Q2 		$423K Hold
1,270
– – 0.25% 68
2024
Q1 		$465K Hold
1,270
– – 0.28% 62
2023
Q4 		$376K Hold
1,270
– – 0.25% 77
2023
Q3 		$347K Hold
1,270
– – 0.26% 71
2023
Q2 		$312K Hold
1,270
– – 0.22% 75
2023
Q1 		$291K Hold
1,270
– – 0.23% 81
2022
Q4 		$304K Buy
+1,270
New +$276K 0.27% 77

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alpha Family Trust's CAT Position: Q1 2026 in Review

Alpha Family Trust held its Caterpillar (CAT) position steady in Q1 2026 at 1,270 shares worth $900K. The position accounts for 0.44% of the portfolio, ranked #42.

Alpha Family Trust first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Alpha Family Trust held 1,270 shares of Caterpillar worth $900K as of Q1 2026.
  • Alpha Family Trust left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.44% of Alpha Family Trust's portfolio in Q1 2026, its #42 holding.
  • Alpha Family Trust first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.