Caterpillar shares owned by Joel Isaacson & Co
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Joel Isaacson & Co
from 13F filings
Historical chart of Joel Isaacson & Co investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Joel Isaacson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 4.1k | 477.10 |
| 2025-06-30 | $1.1M | 2.8k | 388.14 |
| 2025-03-31 | $900k | 2.7k | 329.84 |
| 2024-12-31 | $990k | 2.7k | 362.78 |
| 2024-09-30 | $1.1M | 2.7k | 391.13 |
| 2024-06-30 | $908k | 2.7k | 333.08 |
| 2024-03-31 | $1.0M | 2.7k | 366.40 |
| 2023-12-31 | $808k | 2.7k | 295.63 |
| 2023-09-30 | $745k | 2.7k | 273.01 |
| 2023-06-30 | $671k | 2.7k | 246.03 |
| 2023-03-31 | $624k | 2.7k | 228.85 |
| 2022-12-31 | $581k | 2.4k | 239.54 |
| 2022-09-30 | $397k | 2.4k | 163.91 |
| 2022-06-30 | $209k | 1.2k | 178.48 |
| 2022-03-31 | $269k | 1.2k | 230.11 |
| 2021-12-31 | $241k | 1.2k | 206.51 |
| 2021-06-30 | $220k | 1.0k | 217.61 |
| 2021-03-31 | $235k | 1.0k | 232.21 |
| 2018-03-31 | $273k | 1.9k | 147.49 |
| 2016-12-31 | $91k | 983 | 92.57 |
| 2016-09-30 | $87k | 982 | 88.59 |
| 2016-06-30 | $74k | 981 | 75.43 |
| 2016-03-31 | $75k | 980 | 76.53 |
| 2015-12-31 | $66k | 978 | 67.48 |
| 2015-09-30 | $64k | 977 | 65.51 |
| 2015-06-30 | $83k | 976 | 85.04 |
| 2015-03-31 | $78k | 975 | 80.00 |
| 2014-12-31 | $43k | 474 | 90.72 |
| 2014-09-30 | $57k | 572 | 99.65 |
| 2014-06-30 | $62k | 571 | 108.58 |
| 2014-03-31 | $51k | 679 | 75.11 |
| 2013-12-31 | $43k | 471 | 91.30 |
| 2013-09-30 | $39k | 471 | 82.80 |
| 2013-06-30 | $39k | 471 | 82.80 |
| 2013-03-31 | $30k | 350 | 85.71 |
| 2012-12-31 | $31k | 350 | 88.57 |