Caterpillar shares owned by Allen Mooney & Barnes Investment Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Allen Mooney & Barnes Investment Advisors
from 13F filings
Historical chart of Allen Mooney & Barnes Investment Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Allen Mooney & Barnes Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.2M | 2.1k | 572.84 |
| 2025-09-30 | $991k | 2.1k | 477.19 |
| 2025-06-30 | $824k | 2.1k | 388.25 |
| 2025-03-31 | $712k | 2.2k | 329.74 |
| 2024-12-31 | $824k | 2.3k | 362.76 |
| 2024-09-30 | $1.0M | 2.6k | 391.19 |
| 2024-06-30 | $931k | 2.8k | 333.12 |
| 2024-03-31 | $1.0M | 2.8k | 372.03 |
| 2023-12-31 | $825k | 2.8k | 295.69 |
| 2023-06-30 | $717k | 2.9k | 246.10 |
| 2023-03-31 | $646k | 2.8k | 228.92 |
| 2022-12-31 | $9.8M | 41k | 239.56 |
| 2022-09-30 | $6.7M | 41k | 164.08 |
| 2022-06-30 | $7.2M | 40k | 178.76 |
| 2022-03-31 | $8.4M | 38k | 222.82 |
More positions owned by Allen Mooney & Barnes Investment Advisors
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