Caterpillar shares owned by Jessup Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Jessup Wealth Management
from 13F filings
Historical chart of Jessup Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Jessup Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $331k | 694 | 476.88 |
| 2025-06-30 | $269k | 694 | 388.21 |
| 2023-09-30 | $321k | 1.2k | 273.03 |
| 2023-06-30 | $288k | 1.2k | 246.14 |
| 2023-03-31 | $266k | 1.2k | 228.79 |
| 2022-12-31 | $278k | 1.2k | 239.53 |