Caterpillar shares owned by Allen Capital Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Allen Capital Group
from 13F filings
Historical chart of Allen Capital Group investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Allen Capital Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Allen Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 4.1k | 477.12 |
| 2025-06-30 | $1.6M | 4.0k | 388.25 |
| 2025-03-31 | $1.4M | 4.2k | 329.84 |
| 2024-12-31 | $1.5M | 4.2k | 362.77 |
| 2024-09-30 | $1.7M | 4.2k | 391.15 |
| 2024-06-30 | $1.4M | 4.2k | 333.09 |
| 2024-03-31 | $1.7M | 4.6k | 366.40 |
| 2023-12-31 | $1.3M | 4.4k | 295.68 |
| 2023-09-30 | $1.2M | 4.5k | 271.73 |
| 2023-06-30 | $1.1M | 4.5k | 246.07 |
| 2023-03-31 | $1.0M | 4.6k | 228.82 |
| 2022-09-30 | $767k | 4.7k | 164.13 |
| 2022-06-30 | $854k | 4.8k | 178.85 |
| 2022-03-31 | $1.1M | 4.8k | 222.73 |
| 2021-12-31 | $985k | 4.8k | 206.76 |
| 2021-09-30 | $883k | 4.6k | 191.87 |
| 2021-06-30 | $949k | 4.4k | 217.66 |
| 2021-03-31 | $1.0M | 4.3k | 231.78 |
| 2020-12-31 | $738k | 4.1k | 182.04 |
| 2020-09-30 | $547k | 3.4k | 162.22 |
| 2020-06-30 | $426k | 3.4k | 126.41 |
| 2020-03-31 | $394k | 3.4k | 116.05 |
| 2019-12-31 | $562k | 3.8k | 147.58 |
| 2019-09-30 | $398k | 3.3k | 119.52 |
| 2019-06-30 | $448k | 3.3k | 136.21 |
| 2019-03-31 | $351k | 2.6k | 135.63 |
| 2018-12-31 | $353k | 2.6k | 136.45 |
| 2018-09-30 | $392k | 2.6k | 152.47 |
| 2018-06-30 | $345k | 2.5k | 135.56 |
| 2018-03-31 | $355k | 2.4k | 147.49 |
| 2017-12-31 | $367k | 2.3k | 157.51 |