Caterpillar shares owned by Johanson Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Johanson Financial Advisors
from 13F filings
Historical chart of Johanson Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Johanson Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $282k | 1.4k | 206.74 |
| 2021-09-30 | $261k | 1.4k | 192.05 |
| 2021-06-30 | $309k | 1.5k | 211.21 |
| 2021-03-31 | $339k | 1.5k | 232.51 |
| 2020-12-31 | $261k | 1.4k | 182.14 |
| 2020-09-30 | $219k | 1.4k | 153.47 |
| 2019-12-31 | $1.3M | 193k | 6.77 |
| 2019-09-30 | $211k | 1.7k | 126.12 |
| 2019-06-30 | $312k | 2.3k | 137.08 |
| 2019-03-31 | $279k | 2.1k | 135.24 |
| 2018-12-31 | $260k | 2.1k | 126.77 |
| 2018-09-30 | $330k | 2.2k | 153.13 |
| 2018-06-30 | $300k | 2.2k | 135.32 |
| 2018-03-31 | $210k | 2.3k | 92.23 |
| 2017-12-31 | $326k | 2.1k | 157.79 |
| 2017-09-30 | $255k | 2.1k | 123.97 |
| 2017-06-30 | $240k | 2.2k | 107.05 |
| 2017-03-31 | $210k | 2.3k | 92.23 |
| 2016-09-30 | $253k | 2.8k | 89.08 |
| 2016-06-30 | $361k | 4.8k | 75.84 |
| 2016-03-31 | $361k | 4.7k | 76.61 |
| 2015-12-31 | $325k | 4.8k | 68.22 |
More positions owned by Johanson Financial Advisors
View all positions for Johanson Financial Advisors