Caterpillar shares owned by JNBA Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by JNBA Financial Advisors
from 13F filings
Historical chart of JNBA Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by JNBA Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $114k | 239 | 477.15 |
| 2025-06-30 | $132k | 339 | 388.21 |
| 2025-03-31 | $112k | 339 | 329.80 |
| 2024-12-31 | $87k | 239 | 362.76 |
| 2024-09-30 | $96k | 246 | 391.12 |
| 2024-06-30 | $82k | 246 | 333.10 |
| 2024-03-31 | $90k | 246 | 366.43 |
| 2023-12-31 | $73k | 246 | 295.67 |
| 2023-09-30 | $67k | 246 | 273.00 |
| 2023-06-30 | $54k | 219 | 246.05 |
| 2023-03-31 | $50k | 219 | 228.84 |
| 2022-12-31 | $76k | 319 | 239.56 |
| 2022-09-30 | $52k | 319 | 163.01 |
| 2022-06-30 | $62k | 347 | 178.67 |
| 2022-03-31 | $72k | 323 | 222.91 |
| 2021-12-31 | $66k | 319 | 206.90 |
| 2021-09-30 | $61k | 319 | 191.22 |
| 2021-06-30 | $69k | 319 | 216.30 |
| 2021-03-31 | $74k | 319 | 231.97 |
| 2020-12-31 | $58k | 319 | 181.82 |
| 2020-09-30 | $48k | 319 | 150.47 |
| 2020-06-30 | $40k | 319 | 125.39 |
| 2020-03-31 | $37k | 319 | 115.99 |
| 2019-12-31 | $49k | 330 | 148.48 |
| 2019-09-30 | $28k | 219 | 127.85 |
| 2019-06-30 | $55k | 400 | 137.50 |
| 2019-03-31 | $41k | 300 | 136.67 |
| 2018-12-31 | $38k | 300 | 126.67 |
| 2018-09-30 | $136k | 890 | 152.81 |
| 2018-06-30 | $83k | 613 | 135.40 |
| 2018-03-31 | $568k | 568 | 1000.00 |
| 2017-12-31 | $47k | 300 | 156.67 |
| 2017-09-30 | $37k | 300 | 123.33 |
| 2017-06-30 | $32k | 300 | 106.67 |
| 2017-03-31 | $28k | 300 | 93.33 |
| 2016-12-31 | $32k | 345 | 92.75 |
| 2016-09-30 | $341k | 3.8k | 88.87 |
| 2016-06-30 | $54k | 714 | 75.63 |
| 2016-03-31 | $57k | 739 | 77.13 |
| 2015-12-31 | $52k | 764 | 68.06 |
| 2015-09-30 | $50k | 764 | 65.45 |
| 2015-06-30 | $65k | 764 | 85.08 |
| 2015-03-31 | $89k | 1.1k | 79.89 |
| 2014-12-31 | $166k | 1.8k | 91.51 |
| 2014-09-30 | $180k | 1.8k | 99.23 |
| 2014-06-30 | $184k | 1.7k | 108.88 |
| 2014-03-31 | $187k | 1.9k | 99.20 |
| 2013-12-31 | $244k | 2.7k | 90.88 |
| 2013-09-30 | $222k | 2.7k | 83.46 |
| 2013-06-30 | $242k | 2.9k | 82.45 |
| 2013-03-31 | $307k | 3.5k | 86.85 |
| 2012-12-31 | $335k | 3.7k | 89.69 |