Caterpillar shares owned by DHJJ Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by DHJJ Financial Advisors
from 13F filings
Historical chart of DHJJ Financial Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by DHJJ Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by DHJJ Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 4.9k | 477.12 |
| 2025-06-30 | $1.9M | 4.9k | 388.22 |
| 2025-03-31 | $1.6M | 4.9k | 329.77 |
| 2024-12-31 | $1.8M | 4.9k | 362.76 |
| 2024-09-30 | $1.9M | 4.9k | 391.12 |
| 2024-06-30 | $1.7M | 5.0k | 333.10 |
| 2024-03-31 | $1.8M | 5.0k | 366.43 |
| 2023-12-31 | $1.5M | 5.0k | 295.67 |
| 2023-09-30 | $1.4M | 5.0k | 273.00 |
| 2023-06-30 | $1.4M | 5.6k | 246.05 |
| 2023-03-31 | $1.3M | 5.7k | 228.84 |
| 2022-12-31 | $1.8M | 7.6k | 239.56 |
| 2022-09-30 | $1.4M | 8.4k | 164.02 |
| 2022-06-30 | $1.5M | 8.4k | 178.71 |
| 2022-03-31 | $1.9M | 8.4k | 219.80 |
| 2021-12-31 | $1.7M | 8.4k | 206.77 |
| 2021-09-30 | $1.6M | 8.3k | 191.98 |
| 2021-06-30 | $1.8M | 8.3k | 217.68 |
| 2021-03-31 | $1.9M | 8.3k | 231.87 |
| 2020-12-31 | $1.5M | 8.3k | 182.04 |