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Caterpillar shares owned by JSF Financial

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by JSF Financial from 13F filings

Historical chart of JSF Financial investment in Caterpillar

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All positions including Caterpillar held by JSF Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by JSF Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $279k 1.0k 273.09
2023-06-30 $274k 1.1k 246.02
2023-03-31 $255k 1.1k 228.75
2022-12-31 $240k 1.0k 239.64
2022-03-31 $207k 928 223.06
2021-09-30 $254k 1.3k 191.99