Caterpillar shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
from 13F filings
Historical chart of Carlton, Hoffferkamp & Jenks Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Carlton, Hoffferkamp & Jenks Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 2.2k | 527.07 |
| 2025-06-30 | $986k | 2.3k | 434.12 |
| 2025-03-31 | $667k | 2.3k | 290.14 |
| 2024-12-31 | $825k | 2.3k | 358.85 |
| 2024-09-30 | $904k | 2.4k | 376.52 |
| 2024-06-30 | $820k | 2.4k | 341.72 |
| 2024-03-31 | $811k | 2.4k | 338.00 |
| 2023-12-31 | $727k | 2.5k | 290.68 |
| 2023-09-30 | $618k | 2.5k | 244.94 |
| 2023-06-30 | $702k | 2.5k | 276.44 |
| 2023-03-31 | $545k | 2.6k | 213.17 |
| 2022-12-31 | $689k | 2.6k | 264.54 |
| 2022-09-30 | $578k | 3.0k | 190.38 |
| 2022-06-30 | $546k | 3.0k | 179.25 |
| 2022-03-31 | $609k | 2.8k | 217.11 |
| 2021-12-31 | $555k | 2.6k | 214.12 |
| 2021-09-30 | $555k | 2.6k | 214.12 |
| 2021-06-30 | $365k | 1.8k | 207.74 |
| 2021-03-31 | $306k | 1.3k | 230.60 |
| 2020-12-31 | $277k | 1.4k | 194.11 |
| 2020-09-30 | $246k | 1.5k | 169.42 |
| 2020-06-30 | $228k | 1.6k | 140.57 |
| 2020-03-31 | $205k | 1.7k | 119.88 |
| 2016-09-30 | $351k | 4.0k | 88.52 |
| 2016-06-30 | $243k | 3.2k | 75.58 |
| 2016-03-31 | $234k | 3.1k | 76.35 |
| 2015-12-31 | $215k | 3.2k | 67.93 |
| 2015-06-30 | $211k | 2.5k | 83.90 |
| 2011-12-31 | $263k | 2.9k | 90.47 |
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