American Alpha Advisors’s Caterpillar CAT Stock Holding History

American Alpha Advisors’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
2025 Q2	–	Sell	-1,231	Closed	-$406K	–	89
2025 Q1	$406K	Buy	+1,231	New	+$438K	0.34%	62

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

American Alpha Advisors's CAT Position: Q2 2025 in Review

American Alpha Advisors sold out of Caterpillar (CAT) in Q2 2025, closing a stake of 1,231 shares — an estimated $406K sold.

American Alpha Advisors first reported a position in CAT in Q1 2025 and held it in 1 quarter. The position peaked at $406K in Q1 2025. 3,015 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

American Alpha Advisors reported no remaining Caterpillar position as of Q2 2025 after selling out during the quarter.
American Alpha Advisors sold 1,231 Caterpillar shares in Q2 2025, an estimated $406K.
American Alpha Advisors first reported a position in Caterpillar in Q1 2025 and held it in 1 quarter.
American Alpha Advisors's Caterpillar position peaked at $406K in Q1 2025.
3,015 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on American Alpha Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.