Allen Mooney & Barnes Investment Advisors »

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

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Allen Mooney & Barnes Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Allen Mooney & Barnes Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 2.8k 372.03
2023-12-31 $825k 2.8k 295.69