Caterpillar shares owned by Jacksonville Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Jacksonville Wealth Management
from 13F filings
Historical chart of Jacksonville Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Jacksonville Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Jacksonville Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $962k | 2.0k | 477.19 |
| 2025-06-30 | $782k | 2.0k | 388.20 |
| 2025-03-31 | $629k | 1.9k | 329.73 |
More positions owned by Jacksonville Wealth Management
Home Depot (HD)
View all positions for Jacksonville Wealth Management