Allen Mooney & Barnes Investment Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $991K | Sell |
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|
2025
Q2 | $824K | Sell |
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|
2025
Q1 | $712K | Sell |
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|
2024
Q4 | $823K | Sell |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $931K | Buy |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $825K | Buy |
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|
2023
Q3 | $761K | Sell |
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|
2023
Q2 | $717K | Buy |
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|
2023
Q1 | $646K | Sell |
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|
2022
Q4 | $9.84M | Buy |
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|
2022
Q3 | $6.67M | Buy |
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|
2022
Q2 | $7.2M | Buy |
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|
2022
Q1 | $8.4M | Buy |
|