Caterpillar shares owned by Jamison Private Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Jamison Private Wealth Management
from 13F filings
Historical chart of Jamison Private Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Jamison Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 33k | 391.12 |
| 2024-06-30 | $11M | 32k | 333.10 |
| 2024-03-31 | $12M | 33k | 366.43 |
| 2023-12-31 | $9.8M | 33k | 295.67 |
| 2023-09-30 | $9.1M | 33k | 273.00 |
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