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Caterpillar shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $82k 243 336.75
2023-12-31 $85k 287 295.55
2023-09-30 $84k 307 273.07
2023-06-30 $77k 314 246.02
2022-12-31 $85k 344 246.24

More positions owned by Cornerstone Planning Group

Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)
Vanguard Mid-cap Value Etf Exchange Traded Fund (VOE)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
First Trust Materials Alphadex Fund Exchange Traded Fund (FXZ)
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF)

View all positions for Cornerstone Planning Group

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
Fisher Investments
Bill & Melinda Gates Foundation Trust
Norges Bank Investment Management
Susquehanna International
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management
Amundi
Dimensional Fund Advisors
Royal Bank of Canada

View all funds holding Caterpillar