Caterpillar shares owned by J. W. Coons Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by J. W. Coons Advisors
from 13F filings
Historical chart of J. W. Coons Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by J. W. Coons Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.1M | 2.9k | 388.21 |
| 2025-03-31 | $1.1M | 3.4k | 329.80 |
| 2024-12-31 | $1.3M | 3.5k | 362.76 |
| 2024-09-30 | $1.4M | 3.6k | 391.12 |
| 2024-06-30 | $1.2M | 3.6k | 333.10 |
| 2024-03-31 | $1.3M | 3.6k | 366.43 |
| 2023-12-31 | $1.1M | 3.6k | 295.67 |
| 2023-09-30 | $977k | 3.6k | 273.00 |
| 2023-06-30 | $881k | 3.6k | 246.05 |
| 2023-03-31 | $831k | 3.6k | 228.84 |
| 2022-12-31 | $870k | 3.6k | 239.56 |
| 2022-09-30 | $596k | 3.6k | 164.19 |
| 2022-06-30 | $651k | 3.6k | 179.34 |
| 2022-03-31 | $819k | 3.7k | 222.55 |
| 2021-12-31 | $533k | 2.6k | 206.59 |
| 2021-09-30 | $688k | 3.6k | 192.39 |
| 2021-06-30 | $992k | 4.5k | 218.21 |
| 2021-03-31 | $1.1M | 4.8k | 232.10 |
| 2020-12-31 | $862k | 4.7k | 181.74 |
| 2020-09-30 | $704k | 4.7k | 149.53 |
| 2020-06-30 | $594k | 4.7k | 126.38 |
| 2020-03-31 | $576k | 5.0k | 116.13 |