Caterpillar shares owned by Gilliland Jeter Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Gilliland Jeter Wealth Management
from 13F filings
Historical chart of Gilliland Jeter Wealth Management investment in Caterpillar
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All positions including Caterpillar held by Gilliland Jeter Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Gilliland Jeter Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.8M | 12k | 477.16 |
| 2025-06-30 | $5.0M | 13k | 388.20 |
| 2025-03-31 | $4.2M | 13k | 329.80 |
| 2024-12-31 | $4.8M | 13k | 362.77 |
| 2024-09-30 | $5.1M | 13k | 391.13 |
| 2024-06-30 | $4.5M | 13k | 333.09 |
| 2024-03-31 | $4.9M | 13k | 366.44 |
| 2023-12-31 | $4.0M | 14k | 295.68 |
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