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 Q2	$1.35M	Hold	1,270	–	–	0.54%	29
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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Alpha Family Trust's CAT Position: Q2 2026 in Review

Alpha Family Trust held its Caterpillar (CAT) position steady in Q2 2026 at 1,270 shares worth $1.35M. The position accounts for 0.54% of the portfolio, ranked #29.

Alpha Family Trust first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Alpha Family Trust held 1,270 shares of Caterpillar worth $1.35M as of Q2 2026.
Alpha Family Trust left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.54% of Alpha Family Trust's portfolio in Q2 2026, its #29 holding.
Alpha Family Trust first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.