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Allen Mooney & Barnes Investment Advisors’s Caterpillar CAT Stock Holding History

Allen Mooney & Barnes Investment Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.42M Sell
1,337
-698
-34% -$613K 0.22% 63
2026
Q1 		$1.44M Sell
2,035
-17
-0.8% -$11.8K 0.21% 63
2025
Q4 		$1.18M Sell
2,052
-25
-1% -$13.9K 0.18% 67
2025
Q3 		$991K Sell
2,077
-46
-2% -$19.6K 0.15% 70
2025
Q2 		$824K Sell
2,123
-37
-2% -$12.3K 0.14% 75
2025
Q1 		$712K Sell
2,160
-110
-5% -$39.2K 0.12% 82
2024
Q4 		$823K Sell
2,270
-313
-12% -$121K 0.14% 78
2024
Q3 		$1.01M Sell
2,583
-212
-8% -$73.2K 0.17% 69
2024
Q2 		$931K Buy
2,795
+3
+0.1% +$1.04K 0.17% 70
2024
Q1 		$1.04M Buy
2,792
+3
+0.1% +$959 0.2% 66
2023
Q4 		$825K Buy
2,789
+1
+0% +$259 0.16% 76
2023
Q3 		$761K Sell
2,788
-126
-4% -$34.2K 0.16% 74
2023
Q2 		$717K Buy
2,914
+94
+3% +$21K 0.16% 74
2023
Q1 		$646K Sell
2,820
-38,255
-93% -$9.25M 0.15% 75
2022
Q4 		$9.84M Buy
41,075
+434
+1% +$94.5K 2.36% 14
2022
Q3 		$6.67M Buy
40,641
+344
+0.9% +$62.8K 1.78% 25
2022
Q2 		$7.2M Buy
40,297
+2,578
+7% +$543K 1.84% 21
2022
Q1 		$8.4M Buy
+37,719
New +$7.91M 1.86% 23

Other funds holding CAT

ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's CAT Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Caterpillar (CAT) stake by 34% in Q2 2026, selling an estimated $613K and leaving 1,337 shares worth $1.42M. The position accounts for 0.22% of the portfolio, ranked #63.

Allen Mooney & Barnes Investment Advisors first reported a position in CAT in Q1 2022 and has held it in 18 quarters since. The position peaked at $9.84M in Q4 2022. 1,728 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 1,337 shares of Caterpillar worth $1.42M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 698 Caterpillar shares in Q2 2026, an estimated $613K.
  • Caterpillar made up 0.22% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #63 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Caterpillar in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Caterpillar position peaked at $9.84M in Q4 2022.
  • 1,728 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.