Caterpillar shares owned by Cooper Financial Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cooper Financial Group
from 13F filings
Historical chart of Cooper Financial Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Cooper Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 4.6k | 477.11 |
| 2025-06-30 | $1.7M | 4.3k | 388.17 |
| 2025-03-31 | $1.8M | 5.6k | 329.79 |
| 2024-12-31 | $2.0M | 5.6k | 362.78 |
| 2024-06-30 | $1.7M | 5.2k | 333.11 |
| 2024-03-31 | $1.7M | 4.7k | 366.41 |
| 2023-12-31 | $1.3M | 4.3k | 295.68 |
| 2023-09-30 | $1.1M | 3.9k | 273.02 |
| 2023-06-30 | $747k | 3.0k | 246.07 |
| 2023-03-31 | $813k | 3.6k | 228.86 |
| 2022-12-31 | $810k | 3.4k | 239.58 |
| 2022-09-30 | $577k | 3.5k | 164.06 |
| 2022-06-30 | $632k | 3.5k | 178.68 |
| 2022-03-31 | $465k | 2.1k | 222.91 |
| 2021-12-31 | $432k | 2.1k | 206.80 |
| 2021-09-30 | $436k | 2.3k | 191.82 |
| 2021-06-30 | $490k | 2.3k | 217.49 |
| 2021-03-31 | $521k | 2.2k | 231.97 |
| 2020-12-31 | $401k | 2.2k | 181.78 |
| 2020-09-30 | $295k | 2.0k | 149.14 |