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Caterpillar shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Caterpillar

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All positions including Caterpillar held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2023-09-30 $696k 2.5k 273.00
2023-06-30 $619k 2.5k 246.05
2023-03-31 $595k 2.6k 228.84
2022-12-31 $656k 2.7k 239.59
2022-09-30 $438k 2.7k 164.11
2022-06-30 $428k 2.4k 178.93
2022-03-31 $459k 2.1k 223.03
2021-12-31 $442k 2.1k 206.93
2021-09-30 $470k 2.4k 192.07
2021-06-30 $528k 2.4k 217.55
2021-03-31 $694k 3.0k 231.87
2020-12-31 $460k 2.5k 181.96
2020-09-30 $284k 1.9k 149.24
2020-06-30 $216k 1.7k 126.54
2020-03-31 $221k 1.9k 115.89
2019-12-31 $332k 2.3k 147.56
2019-09-30 $291k 2.3k 126.50
2019-06-30 $338k 2.5k 136.31
2019-03-31 $358k 2.6k 135.68
2018-12-31 $362k 2.8k 127.12
2018-09-30 $567k 3.7k 152.62
2018-06-30 $394k 2.9k 135.50
2018-03-31 $468k 3.2k 147.38
2017-12-31 $646k 4.1k 157.49
2017-09-30 $541k 4.3k 124.62
2017-06-30 $542k 5.0k 107.43
2017-03-31 $553k 6.0k 92.84
2016-12-31 $557k 6.0k 92.73
2016-09-30 $519k 5.8k 88.71
2016-06-30 $477k 6.3k 75.74
2016-03-31 $550k 7.2k 76.53
2015-12-31 $470k 6.9k 67.96
2015-09-30 $466k 7.1k 65.39
2015-06-30 $635k 7.5k 84.83
2015-03-31 $652k 8.1k 80.09
2014-12-31 $848k 9.3k 91.58
2014-09-30 $966k 9.8k 99.07
2014-06-30 $1.0M 9.2k 108.72
2014-03-31 $1.2M 12k 99.34
2013-12-31 $1.0M 11k 90.84
2013-09-30 $973k 12k 83.42
2013-06-30 $901k 11k 82.46
2013-03-31 $2.0M 23k 86.13
2012-12-31 $1.6M 16k 98.36
2012-09-30 $1.5M 17k 86.02
2012-03-31 $2.2M 21k 106.53
2011-12-31 $1.5M 16k 90.58
2011-06-30 $1.9M 17k 106.47
2011-03-31 $2.9M 26k 111.35