Caterpillar shares owned by Allen Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Allen Wealth Management
from 13F filings
Historical chart of Allen Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Allen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 4.7k | 391.12 |
| 2024-06-30 | $1.7M | 5.1k | 333.10 |
| 2024-03-31 | $1.9M | 5.2k | 366.43 |