Caterpillar shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $968k | 2.7k | 362.76 |
| 2024-09-30 | $1.0M | 2.7k | 391.12 |
| 2024-06-30 | $886k | 2.7k | 333.10 |
| 2024-03-31 | $855k | 2.3k | 366.43 |
| 2023-12-31 | $682k | 2.3k | 295.67 |
| 2023-09-30 | $583k | 2.1k | 273.00 |
| 2023-06-30 | $564k | 2.3k | 246.05 |
| 2023-03-31 | $485k | 2.1k | 228.84 |
| 2022-12-31 | $506k | 2.1k | 239.56 |
| 2022-09-30 | $340k | 2.1k | 163.93 |
| 2022-06-30 | $422k | 2.4k | 178.97 |
| 2022-03-31 | $509k | 2.3k | 222.66 |
| 2021-12-31 | $448k | 2.2k | 206.83 |
| 2021-09-30 | $416k | 2.2k | 192.06 |
| 2021-06-30 | $471k | 2.2k | 217.45 |
| 2021-03-31 | $272k | 1.2k | 231.49 |