Caterpillar shares owned by Retirement Planning Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Retirement Planning Group
from 13F filings
Historical chart of Retirement Planning Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Retirement Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $506k | 1.4k | 366.43 |
| 2023-12-31 | $408k | 1.4k | 295.67 |
| 2023-09-30 | $271k | 992 | 273.00 |
| 2023-06-30 | $244k | 992 | 246.05 |
| 2023-03-31 | $227k | 992 | 228.84 |
| 2022-12-31 | $238k | 992 | 239.56 |
| 2022-03-31 | $221k | 992 | 222.78 |
| 2021-12-31 | $205k | 992 | 206.65 |
| 2015-06-30 | $232k | 2.7k | 84.70 |
| 2015-03-31 | $262k | 3.3k | 80.12 |
| 2014-12-31 | $386k | 4.2k | 91.60 |
| 2014-09-30 | $417k | 4.2k | 99.05 |
| 2014-06-30 | $480k | 4.4k | 108.74 |
| 2014-03-31 | $438k | 4.4k | 99.32 |
| 2013-12-31 | $400k | 4.4k | 90.79 |
| 2013-09-30 | $378k | 4.5k | 83.50 |
| 2013-06-30 | $373k | 4.5k | 82.50 |
| 2012-12-31 | $415k | 4.6k | 89.57 |
| 2012-09-30 | $460k | 5.4k | 84.75 |
| 2012-06-30 | $452k | 5.3k | 84.93 |
| 2012-03-31 | $513k | 4.8k | 106.48 |
| 2011-12-31 | $441k | 4.9k | 90.66 |
| 2011-09-30 | $306k | 4.1k | 75.31 |
| 2010-12-31 | $243k | 2.4k | 100.29 |