Caterpillar shares owned by Jackson Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Jackson Wealth Management
from 13F filings
Historical chart of Jackson Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Jackson Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Jackson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $213k | 721 | 295.42 |
| 2023-09-30 | $292k | 1.1k | 273.41 |
| 2023-06-30 | $578k | 2.3k | 246.06 |
| 2023-03-31 | $555k | 2.4k | 228.84 |
| 2022-12-31 | $471k | 2.0k | 239.56 |
| 2022-09-30 | $468k | 2.9k | 164.04 |
| 2022-03-31 | $752k | 3.4k | 222.88 |
| 2021-12-31 | $2.2M | 11k | 206.72 |
| 2021-06-30 | $384k | 1.8k | 217.69 |
| 2021-03-31 | $208k | 899 | 231.37 |