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Alpha Wealth Funds, LLC

SEC CIK
0002059327
Latest filing
Aug 10, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Alpha Wealth Funds, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overviewAll 13F holders of CATFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q3 2025
Holdings of CAT by Alpha Wealth Funds, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−800−100.0%Sold outHolders
Q1 2026800$566.8K0.4%−200−20.0%ReducedHolders
Q4 20251,000$572.9K0.4%00.0%UnchangedHolders
Q3 20251,000$477.1K0.4%+1,000NewHolders