Caterpillar shares owned by Cooper/haims Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cooper/haims Advisors
from 13F filings
Historical chart of Cooper/haims Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Cooper/haims Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $764k | 1.6k | 477.28 |
| 2025-06-30 | $622k | 1.6k | 388.25 |
| 2025-03-31 | $540k | 1.6k | 329.75 |
| 2024-12-31 | $593k | 1.6k | 362.84 |
| 2024-09-30 | $640k | 1.6k | 391.12 |
| 2024-06-30 | $568k | 1.7k | 333.02 |
| 2024-03-31 | $587k | 1.6k | 366.49 |
| 2023-09-30 | $544k | 2.0k | 273.05 |
| 2023-06-30 | $495k | 2.0k | 246.04 |
| 2023-03-31 | $451k | 2.0k | 228.88 |
| 2022-12-31 | $470k | 2.0k | 239.67 |
| 2022-09-30 | $328k | 2.0k | 164.25 |
| 2022-06-30 | $371k | 2.1k | 178.62 |
| 2022-03-31 | $437k | 2.0k | 223.07 |
| 2021-12-31 | $389k | 1.9k | 206.91 |
| 2021-09-30 | $344k | 1.8k | 191.86 |
| 2021-06-30 | $390k | 1.8k | 217.51 |
| 2021-03-31 | $443k | 1.9k | 231.57 |
| 2019-12-31 | $231k | 1.6k | 147.42 |
| 2019-06-30 | $214k | 1.6k | 136.57 |
| 2019-03-31 | $375k | 2.8k | 135.53 |
| 2018-12-31 | $352k | 2.8k | 127.21 |
| 2018-09-30 | $424k | 2.8k | 152.46 |
| 2018-06-30 | $375k | 2.8k | 135.53 |
| 2018-03-31 | $430k | 2.9k | 147.41 |
| 2017-12-31 | $460k | 2.9k | 157.70 |