Caterpillar shares owned by Allegheny Financial Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Allegheny Financial Group
from 13F filings
Historical chart of Allegheny Financial Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Allegheny Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 6.3k | 477.16 |
| 2025-06-30 | $2.0M | 5.2k | 388.24 |
| 2025-03-31 | $1.3M | 4.0k | 329.85 |
| 2024-12-31 | $1.2M | 3.4k | 362.86 |
| 2024-09-30 | $1.3M | 3.4k | 391.08 |
| 2024-06-30 | $1.1M | 3.4k | 333.09 |
| 2024-03-31 | $1.2M | 3.3k | 366.40 |
| 2023-12-31 | $844k | 2.9k | 295.70 |
| 2023-09-30 | $778k | 2.8k | 273.01 |
| 2023-06-30 | $594k | 2.4k | 246.05 |
| 2023-03-31 | $594k | 2.6k | 228.82 |
| 2022-12-31 | $621k | 2.6k | 239.53 |
| 2022-09-30 | $427k | 2.6k | 163.98 |
| 2022-06-30 | $465k | 2.6k | 178.64 |
| 2022-03-31 | $421k | 1.9k | 222.87 |
| 2021-12-31 | $376k | 1.8k | 206.71 |