Caterpillar shares owned by Jeppson Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Jeppson Wealth Management
from 13F filings
Historical chart of Jeppson Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Jeppson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $610k | 1.7k | 366.43 |
| 2023-12-31 | $500k | 1.7k | 295.67 |
| 2023-09-30 | $461k | 1.7k | 273.00 |
| 2023-06-30 | $420k | 1.7k | 246.05 |
| 2023-03-31 | $414k | 1.8k | 228.84 |
| 2022-12-31 | $434k | 1.8k | 239.56 |
| 2022-09-30 | $297k | 1.8k | 164.09 |
| 2022-06-30 | $340k | 1.9k | 178.85 |
| 2020-09-30 | $93k | 622 | 149.52 |
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