Caterpillar shares owned by Asset Planning
Historical chart of Asset Planning investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Asset Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $588k | 1.2k | 477.16 |
| 2025-06-30 | $478k | 1.2k | 388.33 |
| 2025-03-31 | $359k | 1.1k | 329.94 |
| 2024-12-31 | $393k | 1.1k | 362.62 |