Caterpillar shares owned by LJI Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by LJI Wealth Management
from 13F filings
Historical chart of LJI Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by LJI Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $501k | 1.0k | 477.15 |
| 2025-06-30 | $437k | 1.1k | 388.21 |
| 2025-03-31 | $376k | 1.1k | 329.80 |
| 2024-12-31 | $415k | 1.1k | 362.76 |
| 2024-09-30 | $448k | 1.1k | 391.12 |
| 2024-06-30 | $381k | 1.1k | 333.10 |
| 2024-03-31 | $420k | 1.1k | 366.43 |
| 2023-09-30 | $318k | 1.2k | 273.00 |
| 2023-06-30 | $276k | 19k | 14.52 |
| 2023-03-31 | $257k | 1.1k | 228.84 |
| 2022-12-31 | $269k | 1.1k | 239.56 |