AMBIA
Allen Mooney & Barnes Investment Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $824K | Sell |
2,123
-37
| -2% | -$14.4K | 0.14% | 75 |
|
|
2025
Q1 | $712K | Sell |
2,160
-110
| -5% | -$36.3K | 0.12% | 82 |
|
|
2024
Q4 | $823K | Sell |
2,270
-313
| -12% | -$114K | 0.14% | 78 |
|
|
2024
Q3 | $1.01M | Sell |
2,583
-212
| -8% | -$82.9K | 0.17% | 69 |
|
|
2024
Q2 | $931K | Buy |
2,795
+3
| +0.1% | +$999 | 0.17% | 70 |
|
|
2024
Q1 | $1.04M | Buy |
2,792
+3
| +0.1% | +$1.12K | 0.2% | 66 |
|
|
2023
Q4 | $825K | Buy |
2,789
+1
| +0% | +$296 | 0.16% | 76 |
|
|
2023
Q3 | $761K | Sell |
2,788
-126
| -4% | -$34.4K | 0.16% | 74 |
|
|
2023
Q2 | $717K | Buy |
2,914
+94
| +3% | +$23.1K | 0.16% | 74 |
|
|
2023
Q1 | $646K | Sell |
2,820
-38,255
| -93% | -$8.76M | 0.15% | 75 |
|
|
2022
Q4 | $9.84M | Buy |
41,075
+434
| +1% | +$104K | 2.36% | 14 |
|
|
2022
Q3 | $6.67M | Buy |
40,641
+344
| +0.9% | +$56.4K | 1.78% | 25 |
|
|
2022
Q2 | $7.2M | Buy |
40,297
+2,578
| +7% | +$461K | 1.84% | 21 |
|
|
2022
Q1 | $8.4M | Buy |
+37,719
| New | +$8.4M | 1.86% | 23 |
|