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Caterpillar shares owned by Inman Jager Wealth Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Inman Jager Wealth Management from 13F filings

Historical chart of Inman Jager Wealth Management investment in Caterpillar

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All positions including Caterpillar held by Inman Jager Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Inman Jager Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 4.5k 477.15
2025-06-30 $1.8M 4.7k 388.21
2025-03-31 $1.5M 4.5k 329.80
2024-12-31 $1.7M 4.7k 362.76

More positions owned by Inman Jager Wealth Management

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Emg Mkt Etf (EEM)
Chevron Corporation (CVX)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Msci Intl (IDEV)
JPMorgan Chase & Co. (JPM)

View all positions for Inman Jager Wealth Management

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar