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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All positions including Caterpillar held by Journey Strategic Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |