Alpine Bank Wealth Management’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.68M Sell
1,579
-1
-0.1% -$878 0.22% 68
2026
Q1
$1.12M Sell
1,580
-6
-0.4% -$4.16K 0.16% 75
2025
Q4
$909K Buy
1,586
+270
+21% +$150K 0.13% 81
2025
Q3
$628K Buy
1,316
+2
+0.2% +$854 0.09% 99
2025
Q2
$510K Buy
1,314
+670
+104% +$223K 0.08% 99
2025
Q1
$212K Buy
+644
New +$229K 0.03% 135
2024
Q3
$249K Buy
+636
New +$220K 0.04% 134

Other funds holding CAT

Alpine Bank Wealth Management's CAT Position: Q2 2026 in Review

Alpine Bank Wealth Management reduced its Caterpillar (CAT) stake by 0.06% in Q2 2026, selling an estimated $878 and leaving 1,579 shares worth $1.68M. The position accounts for 0.22% of the portfolio, ranked #68.

Alpine Bank Wealth Management first reported a position in CAT in Q3 2024 and has held it in 7 quarters since. 4,063 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Alpine Bank Wealth Management held 1,579 shares of Caterpillar worth $1.68M as of Q2 2026.
  • Alpine Bank Wealth Management sold 1 Caterpillar share in Q2 2026, an estimated $878.
  • Caterpillar made up 0.22% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Alpine Bank Wealth Management first reported a position in Caterpillar in Q3 2024 and has held it in 7 quarters since.
  • 4,063 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.