Caterpillar shares owned by J.W. Burns & Company
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by J.W. Burns & Company
from 13F filings
Historical chart of J.W. Burns & Company investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by J.W. Burns & Company consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by J.W. Burns & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $980k | 2.5k | 391.12 |
| 2024-06-30 | $631k | 1.9k | 333.10 |
| 2024-03-31 | $733k | 2.0k | 366.43 |
| 2023-12-31 | $591k | 2.0k | 295.67 |
| 2023-09-30 | $546k | 2.0k | 273.00 |
| 2023-06-30 | $492k | 2.0k | 246.00 |
| 2023-03-31 | $458k | 2.0k | 229.00 |
| 2022-12-31 | $479k | 2.0k | 239.50 |
| 2022-09-30 | $331k | 2.0k | 164.27 |
| 2022-06-30 | $360k | 2.0k | 178.66 |
| 2022-03-31 | $449k | 2.0k | 222.83 |
| 2021-12-31 | $427k | 2.1k | 206.78 |
| 2021-09-30 | $374k | 2.0k | 191.79 |
| 2021-06-30 | $424k | 2.0k | 217.44 |
| 2021-03-31 | $452k | 2.0k | 231.79 |
| 2020-12-31 | $355k | 2.0k | 182.05 |
| 2020-09-30 | $283k | 1.9k | 148.95 |
| 2020-06-30 | $240k | 1.9k | 126.32 |
| 2020-03-31 | $220k | 1.9k | 115.79 |
| 2019-12-31 | $251k | 1.7k | 147.65 |
| 2019-09-30 | $211k | 1.7k | 126.35 |
| 2019-06-30 | $214k | 1.6k | 136.31 |
| 2019-03-31 | $213k | 1.6k | 135.67 |
| 2018-09-30 | $232k | 1.5k | 152.63 |
| 2018-06-30 | $220k | 1.6k | 135.97 |
| 2018-03-31 | $236k | 1.6k | 147.68 |
| 2017-12-31 | $252k | 1.6k | 157.70 |
| 2015-06-30 | $204k | 2.4k | 85.00 |
| 2014-12-31 | $220k | 2.4k | 91.67 |
| 2014-09-30 | $238k | 2.4k | 99.17 |
| 2014-06-30 | $1.7M | 16k | 108.65 |
| 2014-03-31 | $1.6M | 16k | 99.35 |
| 2013-12-31 | $1.5M | 17k | 90.83 |
| 2013-09-30 | $1.2M | 14k | 83.37 |
| 2013-06-30 | $720k | 8.7k | 82.45 |
More positions owned by J.W. Burns & Company
Visa Stock (V)
View all positions for J.W. Burns & Company