Alpha Cubed Investments, LLC / CAT
Alpha Cubed Investments, LLC’s Caterpillar Inc Position
Does Alpha Cubed Investments, LLC own Caterpillar Inc (CAT)? Yes — 125.2K shares worth $72M (+2.46% of its 13F portfolio) as of Q4 2025, down from 160.8K shares the prior filed quarter.
Position Value
$72M
Q4 2025
Shares
125.2K
% of Portfolio
+2.46%
Quarters Held
29
currently held
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 125.2K | $72M | +2.46% |
| Q3 2025 | 160.8K | $77M | +2.67% |
| Q2 2025 | 163.2K | $63M | +2.40% |
| Q1 2025 | 139.2K | $46M | +2.05% |
| Q4 2024 | 125.1K | $45M | +2.08% |
| Q3 2024 | 116.6K | $46M | +2.03% |
| Q2 2024 | 110.4K | $37M | +1.75% |
| Q1 2024 | 113.5K | $42M | +2.17% |
| Q4 2023 | 98.4K | $29M | +1.63% |
| Q3 2023 | 88.9K | $24M | +1.63% |
| Q2 2023 | 70.9K | $17M | +1.18% |
| Q1 2023 | 8.1K | $2M | +0.13% |
| Q4 2022 | 9.7K | $2M | +0.18% |
| Q3 2022 | 9.8K | $2M | +0.13% |
| Q2 2022 | 11.1K | $2M | +0.14% |
| Q1 2022 | 11.2K | $2M | +0.16% |
| Q4 2021 | 11.1K | $2M | +0.15% |
| Q3 2021 | 11.7K | $2M | +0.17% |
| Q2 2021 | 66.5K | $14M | +1.05% |
| Q1 2021 | 67.6K | $16M | +1.22% |
| Q4 2020 | 62.2K | $11M | +0.97% |
| Q3 2020 | 68.8K | $10M | +0.98% |
| Q2 2020 | 57.0K | $7M | +0.79% |
| Q1 2020 | 60.3K | $7M | +0.84% |
| Q4 2019 | 9.0K | $1M | +0.14% |
| Q3 2019 | 8.6K | $1M | +0.13% |
| Q2 2019 | 9.1K | $1M | +0.14% |
| Q1 2019 | 19.6K | $3M | +0.32% |
| Q4 2018 | 19.8K | $3M | +0.38% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Alpha Cubed Investments, LLC’s full portfolio or all institutional holders of CAT.