Caterpillar shares owned by LJI Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by LJI Wealth Management
from 13F filings
Historical chart of LJI Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by LJI Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by LJI Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $318k | 1.2k | 273.00 |
2023-06-30 | $276k | 19k | 14.52 |
2023-03-31 | $257k | 1.1k | 228.84 |
2022-12-31 | $269k | 1.1k | 239.56 |