Alpine Woods Capital Investors’s Caterpillar CAT Stock Holding History

Alpine Woods Capital Investors’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	$832K	Sell	781 -40	-5%	-$35.1K	0.18%	106
2026 Q1	$582K	Hold	821	–	–	0.14%	107
2025 Q4	$470K	Hold	821	–	–	0.11%	130
2025 Q3	$392K	Hold	821	–	–	0.09%	124
2025 Q2	$319K	Hold	821	–	–	0.08%	134
2025 Q1	$271K	Hold	821	–	–	0.07%	143
2024 Q4	$298K	Hold	821	–	–	0.06%	161
2024 Q3	$326K	Hold	821	–	–	0.06%	158
2024 Q2	$273K	Hold	821	–	–	0.04%	164
2024 Q1	$275K	Hold	821	–	–	0.05%	160
2023 Q4	$243K	Hold	821	–	–	0.04%	158
2023 Q3	$224K	Hold	821	–	–	0.04%	155
2023 Q2	$202K	Buy	+821	New	+$183K	0.03%	157
2020 Q3	–	Sell	-1,621	Closed	-$205K	–	243
2020 Q2	$205K	Sell	1,621 -700	-30%	-$83K	0.04%	240
2020 Q1	$269K	Hold	2,321	–	–	0.06%	219
2019 Q4	$343K	Sell	2,321 -700	-23%	-$97.7K	0.07%	210
2019 Q3	$382K	Hold	3,021	–	–	0.07%	191
2019 Q2	$412K	Buy	3,021 +421	+16%	+$55.6K	0.09%	199
2019 Q1	$352K	Sell	2,600 -300	-10%	-$39.8K	0.08%	208
2018 Q4	$369K	Buy	+2,900	New	+$377K	0.09%	196
2014 Q3	–	Sell	-10,800	Closed	-$1.17M	–	466
2014 Q2	$1.17M	Sell	10,800 -1,000	-8%	-$105K	0.03%	211
2014 Q1	$1.17M	Hold	11,800	–	–	0.06%	198
2013 Q4	$1.07M	Hold	11,800	–	–	0.06%	197
2013 Q3	$984K	Hold	11,800	–	–	0.06%	203
2013 Q2	$973K	Buy	+11,800	New	+$1M	0.06%	191

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

Alpine Woods Capital Investors's CAT Position: Q2 2026 in Review

Alpine Woods Capital Investors reduced its Caterpillar (CAT) stake by 4.9% in Q2 2026, selling an estimated $35.1K and leaving 781 shares worth $832K. The position accounts for 0.18% of the portfolio, ranked #106.

Alpine Woods Capital Investors first reported a position in CAT in Q2 2013 and has held it in 25 quarters since. The position peaked at $1.17M in Q2 2014. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Alpine Woods Capital Investors held 781 shares of Caterpillar worth $832K as of Q2 2026.
Alpine Woods Capital Investors sold 40 Caterpillar shares in Q2 2026, an estimated $35.1K.
Caterpillar made up 0.18% of Alpine Woods Capital Investors's portfolio in Q2 2026, its #106 holding.
Alpine Woods Capital Investors first reported a position in Caterpillar in Q2 2013 and has held it in 25 quarters since.
Alpine Woods Capital Investors's Caterpillar position peaked at $1.17M in Q2 2014.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2026, filed 7 Aug 2026.