Planned Solutions »

Caterpillar shares owned by Planned Solutions

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Planned Solutions from 13F filings

Historical chart of Planned Solutions investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Planned Solutions consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Planned Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $242k 659 366.43
2023-12-31 $169k 571 295.67
2020-12-31 $91k 500 182.00
2020-09-30 $75k 500 150.00

More positions owned by Planned Solutions

Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Jpmorgan Income Etf Etf (JPIE)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Invesco S&p 500 Garp Etf Etf (SPGP)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Illinois Tool Wks Stock (ITW)
Schwab U.s. Small-cap Etf Etf (SCHA)
Elastic N V Ord Stock (ESTC)
Invesco S&p 500 Pure Value Etf Etf (RPV)
Ishares Msci Global Energy Producers Etf Etf (FILL)

View all positions for Planned Solutions

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