Caterpillar shares owned by Copperwynd Financial
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Copperwynd Financial
from 13F filings
Historical chart of Copperwynd Financial investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Copperwynd Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Copperwynd Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $718k | 1.8k | 388.21 |
| 2025-03-31 | $826k | 2.5k | 329.80 |
| 2024-12-31 | $741k | 2.0k | 362.76 |
| 2024-09-30 | $678k | 1.7k | 391.12 |
| 2024-06-30 | $439k | 1.3k | 346.20 |
| 2023-09-30 | $329k | 1.2k | 273.00 |
| 2023-06-30 | $259k | 1.1k | 246.05 |
| 2023-03-31 | $228k | 998 | 228.84 |