Caterpillar shares owned by Strategic Planning Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Strategic Planning Group
from 13F filings
Historical chart of Strategic Planning Group investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Strategic Planning Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Strategic Planning Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $2.3M | 6.4k | 366.47 |
2023-12-31 | $1.7M | 5.9k | 295.72 |