Caterpillar shares owned by Joule Financial
Historical chart of Joule Financial investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Joule Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $587k | 1.2k | 477.15 |
| 2025-06-30 | $403k | 1.0k | 388.21 |
| 2025-03-31 | $381k | 1.2k | 329.80 |
| 2024-12-31 | $419k | 1.2k | 362.76 |
| 2024-09-30 | $453k | 1.2k | 391.12 |
| 2024-06-30 | $388k | 1.2k | 333.10 |
| 2024-03-31 | $411k | 1.1k | 366.43 |
| 2023-12-31 | $359k | 1.2k | 295.67 |
| 2023-09-30 | $337k | 1.2k | 273.00 |
| 2023-06-30 | $310k | 1.3k | 246.05 |
| 2023-03-31 | $277k | 1.2k | 228.84 |
| 2022-12-31 | $268k | 1.1k | 239.56 |