Caterpillar shares owned by JGP Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by JGP Wealth Management
from 13F filings
Historical chart of JGP Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by JGP Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $419k | 731 | 573.21 |
| 2025-09-30 | $298k | 606 | 490.92 |
| 2025-06-30 | $235k | 605 | 388.22 |
| 2023-12-31 | $715k | 2.4k | 295.67 |
| 2023-09-30 | $647k | 2.4k | 273.00 |
| 2023-06-30 | $770k | 3.1k | 246.02 |
| 2023-03-31 | $729k | 3.2k | 228.82 |
| 2022-12-31 | $304k | 1.3k | 239.56 |
| 2022-09-30 | $225k | 1.3k | 177.58 |