Caterpillar shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 6.1k | 477.17 |
| 2025-06-30 | $2.3M | 6.0k | 388.21 |
| 2025-03-31 | $1.9M | 5.8k | 329.79 |
| 2024-12-31 | $1.2M | 3.2k | 362.77 |
| 2024-09-30 | $1.3M | 3.2k | 391.10 |
| 2024-06-30 | $1.1M | 3.2k | 333.10 |
| 2024-03-31 | $1.2M | 3.4k | 366.42 |
| 2023-12-31 | $1.0M | 3.4k | 295.64 |
| 2023-09-30 | $915k | 3.4k | 272.98 |
| 2023-06-30 | $824k | 3.3k | 246.05 |
| 2023-03-31 | $791k | 3.5k | 228.84 |
| 2022-12-31 | $825k | 3.4k | 239.59 |
| 2022-09-30 | $739k | 4.5k | 164.04 |
| 2022-06-30 | $800k | 4.5k | 178.69 |
| 2022-03-31 | $975k | 4.4k | 222.91 |
| 2021-12-31 | $879k | 4.3k | 206.68 |
| 2021-09-30 | $808k | 4.2k | 191.92 |
| 2021-06-30 | $632k | 2.9k | 217.56 |
| 2021-03-31 | $675k | 2.9k | 231.80 |
| 2020-12-31 | $531k | 2.9k | 182.04 |
| 2020-09-30 | $432k | 2.9k | 149.02 |
| 2020-06-30 | $314k | 2.5k | 126.31 |
| 2020-03-31 | $288k | 2.5k | 115.85 |
| 2019-12-31 | $369k | 2.5k | 147.54 |
| 2019-09-30 | $334k | 2.6k | 126.47 |
| 2019-06-30 | $358k | 2.6k | 136.33 |
| 2019-03-31 | $437k | 3.2k | 135.46 |
| 2018-12-31 | $413k | 3.3k | 127.04 |
| 2018-09-30 | $492k | 3.2k | 152.51 |
| 2018-06-30 | $438k | 3.2k | 135.77 |
| 2018-03-31 | $475k | 3.2k | 147.24 |
| 2017-12-31 | $697k | 4.4k | 157.48 |
| 2017-09-30 | $577k | 4.6k | 124.73 |
| 2017-06-30 | $497k | 4.6k | 107.44 |
| 2017-03-31 | $442k | 4.8k | 92.82 |
| 2016-12-31 | $442k | 4.8k | 92.82 |
| 2016-09-30 | $548k | 6.2k | 88.72 |
| 2016-06-30 | $425k | 5.6k | 75.88 |
| 2016-03-31 | $429k | 5.6k | 76.59 |
| 2015-12-31 | $386k | 5.7k | 67.87 |
| 2015-09-30 | $363k | 5.6k | 65.41 |
| 2015-06-30 | $104k | 1.2k | 84.83 |
| 2015-03-31 | $100k | 1.2k | 80.19 |
| 2014-12-31 | $121k | 1.3k | 91.88 |
| 2014-09-30 | $123k | 1.2k | 98.64 |
| 2014-06-30 | $139k | 1.3k | 108.42 |
| 2014-03-31 | $463k | 4.7k | 99.36 |
| 2013-12-31 | $607k | 6.7k | 90.79 |
| 2013-09-30 | $491k | 5.9k | 83.38 |
| 2013-06-30 | $320k | 3.9k | 82.50 |
| 2013-03-31 | $329k | 3.8k | 86.99 |
| 2012-12-31 | $328M | 3.7k | 89602.30 |