Caterpillar shares owned by Kiley Juergens Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Kiley Juergens Wealth Management
from 13F filings
Historical chart of Kiley Juergens Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Kiley Juergens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.6M | 18k | 477.15 |
| 2025-06-30 | $7.1M | 18k | 388.22 |
| 2025-03-31 | $6.0M | 18k | 329.79 |
| 2024-12-31 | $6.7M | 18k | 362.75 |
| 2024-09-30 | $7.3M | 19k | 391.12 |
| 2024-06-30 | $6.2M | 19k | 333.10 |
| 2024-03-31 | $6.8M | 19k | 366.44 |
| 2023-12-31 | $5.6M | 19k | 295.67 |
| 2023-09-30 | $5.2M | 19k | 273.01 |
| 2023-06-30 | $4.7M | 19k | 246.05 |
| 2023-03-31 | $4.4M | 19k | 228.84 |
| 2022-12-31 | $4.7M | 20k | 239.56 |
| 2022-09-30 | $3.3M | 20k | 164.05 |
| 2022-06-30 | $3.6M | 20k | 178.71 |
| 2022-03-31 | $4.5M | 20k | 222.84 |
| 2021-12-31 | $4.1M | 20k | 206.76 |
| 2021-09-30 | $3.6M | 19k | 191.96 |
| 2021-06-30 | $3.7M | 17k | 217.58 |
| 2021-03-31 | $3.9M | 17k | 231.86 |
| 2020-12-31 | $3.0M | 17k | 181.99 |
| 2020-09-30 | $2.5M | 17k | 149.10 |
| 2020-06-30 | $2.3M | 18k | 126.45 |
| 2020-03-31 | $2.1M | 18k | 116.00 |
| 2019-12-31 | $2.4M | 16k | 147.66 |
| 2019-09-30 | $2.1M | 17k | 126.29 |
| 2019-06-30 | $2.0M | 15k | 136.27 |
| 2019-03-31 | $1.8M | 14k | 135.49 |
| 2018-12-31 | $1.5M | 12k | 127.06 |
| 2018-09-30 | $1.2M | 7.9k | 152.37 |
| 2018-06-30 | $1000k | 7.4k | 135.59 |
| 2018-03-31 | $1.1M | 7.5k | 147.30 |
| 2017-12-31 | $1.3M | 8.4k | 157.55 |
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