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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

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Quarterly reported holdings in Caterpillar by Gilliland Jeter Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.9M 13k 366.44
2023-12-31 $4.0M 14k 295.68

More positions owned by Gilliland Jeter Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Wal-Mart Stores (WMT)
Meta Platforms Incorporated Class A Cl A (META)
JPMorgan Chase & Co. (JPM)
Marathon Petroleum Corp (MPC)
At&t (T)
Caterpillar (CAT)
Merck & Co (MRK)
Chevron Corporation (CVX)
salesforce (CRM)

View all positions for Gilliland Jeter Wealth Management

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
Fisher Investments
Bill & Melinda Gates Foundation Trust
Norges Bank Investment Management
Susquehanna International
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management
Amundi
Dimensional Fund Advisors
Royal Bank of Canada

View all funds holding Caterpillar