Caterpillar shares owned by Journey Strategic Wealth
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Journey Strategic Wealth
from 13F filings
Historical chart of Journey Strategic Wealth investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Journey Strategic Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 5.1k | 477.23 |
| 2025-06-30 | $2.0M | 5.1k | 388.21 |
| 2025-03-31 | $1.2M | 3.6k | 329.80 |
| 2024-12-31 | $1.3M | 3.7k | 362.76 |
| 2024-09-30 | $1.5M | 3.8k | 391.12 |
| 2024-06-30 | $1.0M | 3.0k | 333.10 |
| 2024-03-31 | $718k | 2.0k | 366.49 |
| 2023-12-31 | $273k | 922 | 295.73 |
| 2023-03-31 | $415k | 1.8k | 228.94 |
| 2022-12-31 | $449k | 1.9k | 239.63 |
| 2022-09-30 | $292k | 1.8k | 164.37 |
| 2022-03-31 | $367k | 1.6k | 222.69 |
| 2021-12-31 | $320k | 1.6k | 206.45 |