Caterpillar shares owned by Capital & Planning
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Capital & Planning
from 13F filings
Historical chart of Capital & Planning investment in Caterpillar
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All positions including Caterpillar held by Capital & Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Capital & Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 7.0k | 477.14 |
| 2025-06-30 | $2.7M | 7.0k | 388.22 |
| 2025-03-31 | $2.3M | 7.1k | 329.78 |
| 2024-12-31 | $2.4M | 6.7k | 362.81 |