Caterpillar shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 25k | 477.14 |
| 2025-06-30 | $9.6M | 25k | 388.20 |
| 2025-03-31 | $7.5M | 23k | 329.80 |
| 2024-12-31 | $3.5M | 9.7k | 362.76 |
| 2024-09-30 | $3.7M | 9.6k | 391.11 |
| 2024-06-30 | $3.0M | 8.9k | 333.09 |
| 2024-03-31 | $3.3M | 8.9k | 366.30 |
| 2023-12-31 | $2.5M | 8.6k | 295.75 |
| 2023-09-30 | $2.1M | 7.6k | 273.00 |
| 2023-06-30 | $1.9M | 7.7k | 246.05 |
| 2023-03-31 | $1.6M | 7.0k | 228.83 |
| 2022-12-31 | $1.6M | 6.8k | 239.58 |
| 2022-09-30 | $1.1M | 6.7k | 164.00 |
| 2022-06-30 | $1.2M | 6.9k | 178.73 |
| 2022-03-31 | $1.6M | 7.4k | 222.84 |
| 2021-12-31 | $1.6M | 7.7k | 206.71 |
| 2021-09-30 | $1.5M | 7.8k | 191.97 |
| 2021-06-30 | $1.7M | 7.8k | 217.57 |
| 2021-03-31 | $1.6M | 6.8k | 231.82 |
| 2020-12-31 | $1.2M | 6.9k | 181.96 |
| 2020-09-30 | $3.7M | 25k | 149.15 |
| 2019-12-31 | $1.0M | 6.9k | 147.67 |