Caterpillar shares owned by Allied Investment Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Allied Investment Advisors
from 13F filings
Historical chart of Allied Investment Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Allied Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $17M | 42k | 391.12 |
| 2024-06-30 | $14M | 42k | 333.10 |
| 2024-03-31 | $16M | 44k | 366.43 |
| 2023-12-31 | $13M | 44k | 295.67 |
| 2023-09-30 | $12M | 44k | 273.00 |
| 2023-06-30 | $11M | 44k | 246.05 |
| 2023-03-31 | $9.9M | 43k | 228.84 |
| 2022-12-31 | $10M | 43k | 239.56 |
| 2022-09-30 | $7.1M | 43k | 164.09 |
| 2022-06-30 | $7.4M | 41k | 178.75 |
| 2022-03-31 | $9.0M | 41k | 222.83 |
| 2021-12-31 | $7.9M | 38k | 206.74 |
| 2021-09-30 | $7.0M | 37k | 191.97 |
| 2021-06-30 | $7.9M | 36k | 217.64 |
| 2021-03-31 | $8.8M | 38k | 231.87 |
| 2020-12-31 | $7.1M | 39k | 182.01 |
| 2020-09-30 | $5.8M | 39k | 149.16 |
| 2020-06-30 | $5.0M | 39k | 126.49 |
| 2020-03-31 | $4.3M | 38k | 116.05 |
| 2019-12-31 | $5.2M | 35k | 147.68 |
| 2019-09-30 | $4.3M | 34k | 126.31 |
| 2019-06-30 | $4.5M | 33k | 136.29 |
| 2019-03-31 | $4.5M | 33k | 135.48 |
| 2018-12-31 | $4.0M | 31k | 127.06 |
| 2018-09-30 | $4.2M | 28k | 152.49 |
| 2018-06-30 | $3.7M | 27k | 135.66 |
| 2018-03-31 | $4.1M | 28k | 147.37 |
| 2017-12-31 | $6.3M | 40k | 157.59 |
More positions owned by Allied Investment Advisors
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