Caterpillar shares owned by Journey Advisory Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Journey Advisory Group
from 13F filings
Historical chart of Journey Advisory Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Journey Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 4.8k | 333.10 |
| 2024-06-30 | $1.6M | 4.7k | 333.10 |
| 2024-03-31 | $1.8M | 4.8k | 366.43 |
| 2023-12-31 | $1.2M | 4.0k | 295.67 |
| 2023-09-30 | $1.1M | 4.0k | 273.03 |
| 2023-06-30 | $1000k | 4.1k | 246.08 |
| 2023-03-31 | $981k | 4.3k | 228.87 |
| 2022-12-31 | $950k | 4.0k | 239.59 |
| 2022-09-30 | $684k | 4.2k | 164.19 |
| 2022-06-30 | $820k | 4.2k | 194.96 |
| 2022-03-31 | $736k | 3.3k | 222.69 |
| 2021-12-31 | $645k | 3.1k | 206.66 |
| 2021-09-30 | $641k | 3.3k | 191.86 |
| 2021-06-30 | $849k | 3.9k | 217.64 |
| 2021-03-31 | $947k | 4.1k | 231.99 |
| 2020-12-31 | $748k | 4.1k | 181.91 |