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Caterpillar shares owned by Coppell Advisory Solutions

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Coppell Advisory Solutions from 13F filings

Historical chart of Coppell Advisory Solutions investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Coppell Advisory Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Coppell Advisory Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $279k 591 471.51
2025-06-30 $223k 578 385.01
2024-12-31 $163k 447 364.32
2024-09-30 $196k 501 391.16
2024-06-30 $176k 529 332.87
2023-12-31 $121k 410 295.49
2023-09-30 $86k 358 239.56
2023-06-30 $61k 248 243.87
2022-12-31 $86k 358 239.56