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CATCAT
3 quarters

Position history for Alphinity Investment Management Pty LtdAlphinity Investment Management Pty Ltd's holdings in CATERPILLAR INC

Alphinity Investment Management Pty Ltd holds 283,348 shares of CAT (CATERPILLAR INC), worth $301.7M as of 2026-Q2. The position was decreased (-19.4% shares). CAT represents 5.0% of Alphinity Investment Management Pty Ltd's portfolio.

Current Value

$301.7M

Current Shares

283,348

Total Value Change

+$49.5M

Total Shares Change

-156,898

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
283,348
-19.4%
$301.7M5.0%$1,062.93
0
2026-Q1
Decreased
351,625
-20.1%
$249.1M4.4%$705.80
0
2025-Q4
New
440,246
-
$252.2M2.6%$569.39
81

Other major holders of CAT: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc., STATE STREET CORP, VANGUARD CAPITAL MANAGEMENT LLC, VANGUARD GROUP INC

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