Caterpillar shares owned by JBR Co Financial Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by JBR Co Financial Management
from 13F filings
Historical chart of JBR Co Financial Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by JBR Co Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 6.3k | 477.15 |
| 2025-06-30 | $2.5M | 6.5k | 388.21 |
| 2025-03-31 | $2.5M | 7.6k | 329.80 |
| 2024-12-31 | $2.8M | 7.6k | 362.76 |
| 2024-09-30 | $3.0M | 7.6k | 391.12 |
| 2024-06-30 | $2.5M | 7.6k | 333.10 |
| 2024-03-31 | $2.8M | 7.6k | 366.43 |
| 2023-12-31 | $2.3M | 7.6k | 295.67 |
More positions owned by JBR Co Financial Management
View all positions for JBR Co Financial Management