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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

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All positions including Caterpillar held by Allen Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Allen Capital Group

Quarter filed Position value Share count Share price at filing
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