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Caterpillar shares owned by jvl associates

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

Historical chart of jvl associates investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by jvl associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $304k 637 477.15
2025-06-30 $248k 639 388.21

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Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 3000 Etf (IWV)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for jvl associates

Top funds holding Caterpillar

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View all funds holding Caterpillar