JWCA
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J.W. Coons Advisors’s Caterpillar CAT Stock Holding History

J.W. Coons Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.12M Sell
2,880
-500
-15% -$167K 0.25% 92
2025
Q1 		$1.11M Sell
3,380
-100
-3% -$35.6K 0.29% 83
2024
Q4 		$1.26M Sell
3,480
-100
-3% -$38.8K 0.32% 72
2024
Q3 		$1.4M Hold
3,580
– – 0.35% 72
2024
Q2 		$1.19M Hold
3,580
– – 0.29% 75
2024
Q1 		$1.31M Hold
3,580
– – 0.3% 70
2023
Q4 		$1.06M Hold
3,580
– – 0.29% 87
2023
Q3 		$977K Hold
3,580
– – 0.28% 85
2023
Q2 		$881K Sell
3,580
-50
-1% -$11.1K 0.24% 94
2023
Q1 		$831K Hold
3,630
– – 0.24% 95
2022
Q4 		$870K Hold
3,630
– – 0.26% 95
2022
Q3 		$596K Hold
3,630
– – 0.23% 116
2022
Q2 		$651K Sell
3,630
-50
-1% -$10.5K 0.23% 117
2022
Q1 		$819K Buy
3,680
+1,100
+43% +$231K 0.24% 111
2021
Q4 		$533K Sell
2,580
-996
-28% -$201K 0.16% 143
2021
Q3 		$688K Sell
3,576
-970
-21% -$202K 0.24% 109
2021
Q2 		$992K Sell
4,546
-245
-5% -$56.6K 0.35% 77
2021
Q1 		$1.11M Buy
4,791
+48
+1% +$9.94K 0.4% 73
2020
Q4 		$862K Buy
4,743
+35
+0.7% +$5.93K 0.33% 88
2020
Q3 		$704K Buy
4,708
+8
+0.2% +$1.12K 0.29% 94
2020
Q2 		$594K Sell
4,700
-260
-5% -$30.8K 0.26% 101
2020
Q1 		$576K Buy
+4,960
New +$634K 0.3% 94

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

J.W. Coons Advisors's CAT Position: Q2 2025 in Review

J.W. Coons Advisors reduced its Caterpillar (CAT) stake by 15% in Q2 2025, selling an estimated $167K and leaving 2,880 shares worth $1.12M. The position accounts for 0.25% of the portfolio, ranked #92.

J.W. Coons Advisors first reported a position in CAT in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.4M in Q3 2024. 3,014 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

  • J.W. Coons Advisors held 2,880 shares of Caterpillar worth $1.12M as of Q2 2025.
  • J.W. Coons Advisors sold 500 Caterpillar shares in Q2 2025, an estimated $167K.
  • Caterpillar made up 0.25% of J.W. Coons Advisors's portfolio in Q2 2025, its #92 holding.
  • J.W. Coons Advisors first reported a position in Caterpillar in Q1 2020 and has held it in 22 quarters since.
  • J.W. Coons Advisors's Caterpillar position peaked at $1.4M in Q3 2024.
  • 3,014 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.