Caterpillar shares owned by BFC Planning
Historical chart of BFC Planning investment in Caterpillar
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All positions including Caterpillar held by BFC Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by BFC Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $9.2M | 8.6k | 1064.88 |
| 2026-03-31 | $5.2M | 7.4k | 708.47 |
| 2025-12-31 | $4.3M | 7.5k | 572.84 |
| 2025-09-30 | $3.1M | 6.4k | 477.15 |
| 2025-06-30 | $2.4M | 6.1k | 388.20 |
| 2025-03-31 | $2.1M | 6.2k | 329.82 |
| 2024-12-31 | $2.4M | 6.5k | 362.59 |