Caterpillar shares owned by JDM Financial Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by JDM Financial Group
from 13F filings
Historical chart of JDM Financial Group investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by JDM Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by JDM Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15k | 31 | 477.16 |
| 2025-06-30 | $12k | 31 | 388.23 |
| 2025-03-31 | $4.6k | 14 | 329.79 |
| 2024-12-31 | $5.1k | 14 | 362.79 |
| 2024-09-30 | $7.8k | 20 | 391.10 |
| 2024-03-31 | $5.1k | 14 | 366.43 |
| 2023-12-31 | $4.1k | 14 | 295.64 |
| 2023-09-30 | $3.8k | 14 | 273.00 |
| 2023-06-30 | $3.4k | 14 | 246.07 |