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