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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
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

More positions owned by Bruce G. Allen Investments

Ishares Msci Eafe Value Etf Etf (EFV)
Vanguard Value Etf Etf (VTV)
Schwab Fundamental International Equity Etf Etf (FNDF)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard Mid-cap Value Etf Etf (VOE)
Sprott Physical Gold Tr Unit Cef (PHYS)
Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP)
Apple Stock (AAPL)
Vanguard Russell 1000 Value Etf Etf (VONV)
Ishares Russell 1000 Value Etf Etf (IWD)
Pimco Rafi Esg U.s. Etf Etf (RAFE)
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for Bruce G. Allen Investments

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar