Ownership history in JACKSON SQUARE CAPITAL, LLC · 24 quarters on record
This page tracks every 13F SEC filing in which JACKSON SQUARE CAPITAL, LLC reported a position in CATERPILLAR INC DEL (CAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 9,432 | +51 | +0.5% | 1.07% | $5.4M | $571.53 |
| 2025 Q3 | REDUCED | 9,381 | -1,916 | -17.0% | 0.98% | $4.5M | $474.67 |
| 2025 Q2 | REDUCED | 11,297 | -64 | -0.6% | 0.97% | $4.4M | $384.78 |
| 2025 Q1 | REDUCED | 11,361 | -5,528 | -32.7% | 1.22% | $3.7M | $325.32 |
| 2024 Q4 | ADDED | 16,889 | +308 | +1.9% | 1.48% | $6.1M | $356.53 |
| 2024 Q3 | ADDED | 16,581 | +4,182 | +33.7% | 1.61% | $6.5M | $383.03 |
| 2024 Q2 | REDUCED | 12,399 | -381 | -3.0% | 1.02% | $4.1M | $324.88 |
| 2024 Q1 | ADDED | 12,780 | +188 | +1.5% | 1.21% | $4.7M | $356.09 |
| 2023 Q4 | REDUCED | 12,592 | -7,356 | -36.9% | 1.20% | $3.7M | $286.00 |
| 2023 Q3 | ADDED | 19,948 | +3,128 | +18.6% | 2.19% | $5.4M | $262.72 |
As of 2025 Q4 — sorted by position size