Allen Mooney & Barnes Investment Advisors LLC Caterpillar Inc Transaction History

Allen Mooney & Barnes Investment Advisors LLC

$587 Billion
Q3 2024

A detailed history of Allen Mooney & Barnes Investment Advisors LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Allen Mooney & Barnes Investment Advisors LLC holds 2,583 shares of CAT stock, worth $1.05 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

2,583

Previous 2,795 7.58%

Holding current value

$1.05 Million

Previous $931 Million 8.52%

% of portfolio

0.17%

Previous 0.17%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$316.8 - $391.12 $67,161 - $82,917	-212 Reduced 7.58%	2,583 $1.01 Billion
Q2 2024 Jul 11, 2024	BUY	$321.47 - $379.3 $964 - $1,137	3 Added 0.11%	2,795 $931 Million
Q1 2024 Apr 12, 2024	BUY	$278.63 - $366.43 $835 - $1,099	3 Added 0.11%	2,792 $1.04 Billion
Q4 2023 Jan 22, 2024	BUY	$226.05 - $298.12 $226 - $298	1 Added 0.04%	2,789 $825 Million
Q3 2023 Nov 21, 2023	BUY	$240.58 - $288.65 $670,737 - $804,756	2,788 New	2,788 $761 Million
Q2 2023 May 23, 2024	BUY	$205.75 - $247.67 $19,340 - $23,280	94 Added 3.33%	2,914 $717 Million
Q1 2023 May 23, 2024	SELL	$215.01 - $264.54 $8.23 Million - $10.1 Million	-38,255 Reduced 93.13%	2,820 $646 Million
Q4 2022 May 23, 2024	BUY	$171.23 - $243.14 $6.56 Million - $9.31 Million	38,283 Added 1371.17%	41,075 $9.84 Billion
Q3 2022 May 23, 2024	BUY	$162.44 - $198.25 $55,879 - $68,198	344 Added 0.85%	40,641 $6.67 Billion
Q2 2022 May 23, 2024	BUY	$178.67 - $235.08 $460,611 - $606,036	2,578 Added 6.83%	40,297 $7.2 Billion
Q1 2022 May 23, 2024	BUY	$182.83 - $229.87 $6.39 Million - $8.03 Million	34,927 Added 1250.97%	37,719 $8.4 Billion

Others Institutions Holding CAT

# of Institutions

3,061

Shares Held

342M

Call Options Held

8.27M

Put Options Held

8.38M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $215B
Description
Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, sit...

More about CAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Allen Mooney & Barnes Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allen Mooney & Barnes Investment Advisors LLC with notifications on news.

Account

Allen Mooney & Barnes Investment Advisors LLC Caterpillar Inc Transaction History