Alpha Wealth Funds’s Caterpillar CAT Stock Holding History

Alpha Wealth Funds’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	–	Sell	-800	Closed	-$567K	–	68
2026 Q1	$567K	Sell	800 -200	-20%	-$139K	0.38%	19
2025 Q4	$573K	Hold	1,000	–	–	0.35%	23
2025 Q3	$477K	Buy	+1,000	New	+$427K	0.35%	29

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Wealth Funds's CAT Position: Q2 2026 in Review

Alpha Wealth Funds sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 800 shares — an estimated $567K sold.

Alpha Wealth Funds first reported a position in CAT in Q3 2025 and held it in 3 quarters. The position peaked at $573K in Q4 2025. 4,022 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Alpha Wealth Funds reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
Alpha Wealth Funds sold 800 Caterpillar shares in Q2 2026, an estimated $567K.
Alpha Wealth Funds first reported a position in Caterpillar in Q3 2025 and held it in 3 quarters.
Alpha Wealth Funds's Caterpillar position peaked at $573K in Q4 2025.
4,022 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Alpha Wealth Funds's 13F filing for Q2 2026, filed 11 Aug 2026.