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Caterpillar shares owned by Bruce G. Allen Investments

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Bruce G. Allen Investments from 13F filings

Historical chart of Bruce G. Allen Investments investment in Caterpillar

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All positions including Caterpillar held by Bruce G. Allen Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Bruce G. Allen Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $95k 198 477.15
2025-06-30 $73k 187 388.21
2025-03-31 $89k 271 329.80
2024-12-31 $136k 375 362.76
2024-09-30 $182k 465 391.12
2024-06-30 $124k 372 333.10
2024-03-31 $132k 360 366.43
2023-12-31 $122k 413 295.67