Caterpillar shares owned by Jupiter Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Jupiter Wealth Management
from 13F filings
Historical chart of Jupiter Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Jupiter Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $386k | 808 | 477.15 |
| 2025-06-30 | $334k | 808 | 413.70 |
| 2025-03-31 | $285k | 808 | 352.57 |
| 2024-12-31 | $456k | 1.3k | 362.76 |
| 2024-09-30 | $492k | 1.3k | 391.12 |
| 2024-06-30 | $519k | 1.5k | 346.20 |
| 2024-03-31 | $517k | 1.5k | 344.50 |
| 2023-12-31 | $444k | 1.5k | 295.67 |
| 2023-09-30 | $360k | 1.5k | 239.68 |
| 2023-06-30 | $369k | 1.5k | 246.05 |
| 2023-03-31 | $343k | 1.5k | 228.84 |
| 2022-12-31 | $467k | 2.0k | 239.24 |
| 2022-09-30 | $164k | 1.0k | 164.00 |
| 2022-06-30 | $1.4M | 8.0k | 178.66 |
| 2022-03-31 | $2.5M | 11k | 222.79 |
| 2021-12-31 | $1.9M | 9.0k | 206.69 |
| 2021-09-30 | $1.6M | 8.0k | 206.65 |
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