Caterpillar shares owned by CJM Wealth Advisers
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by CJM Wealth Advisers
from 13F filings
Historical chart of CJM Wealth Advisers investment in Caterpillar
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Quarterly reported holdings in Caterpillar by CJM Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $469k | 1.2k | 391.06 |
| 2024-06-30 | $395k | 1.2k | 329.07 |
| 2024-03-31 | $439k | 1.2k | 366.49 |
| 2023-12-31 | $356k | 1.2k | 295.76 |
| 2023-09-30 | $327k | 1.2k | 273.07 |
| 2023-06-30 | $294k | 1.2k | 246.12 |
| 2023-03-31 | $273k | 1.2k | 228.87 |
| 2022-12-31 | $286k | 1.2k | 239.59 |
| 2022-06-30 | $213k | 1.2k | 178.75 |
| 2022-03-31 | $265k | 1.2k | 222.80 |
| 2021-12-31 | $246k | 1.2k | 206.72 |