Caterpillar shares owned by Center for Financial Planning
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $167k | 350 | 477.15 |
| 2025-06-30 | $136k | 350 | 388.21 |
| 2025-03-31 | $115k | 350 | 329.80 |
| 2024-12-31 | $127k | 350 | 362.76 |
| 2024-09-30 | $137k | 350 | 391.12 |
| 2024-06-30 | $117k | 350 | 333.10 |
| 2024-03-31 | $128k | 350 | 366.43 |
| 2023-12-31 | $74k | 250 | 295.67 |
| 2023-09-30 | $68k | 250 | 273.00 |
| 2023-06-30 | $62k | 250 | 246.05 |
| 2023-03-31 | $57k | 250 | 228.84 |
| 2022-12-31 | $60k | 250 | 239.56 |
| 2022-09-30 | $41k | 250 | 164.00 |
| 2022-06-30 | $45k | 250 | 180.00 |
| 2022-03-31 | $56k | 250 | 224.00 |
| 2021-12-31 | $52k | 250 | 208.00 |
| 2021-09-30 | $48k | 250 | 192.00 |
| 2021-06-30 | $54k | 250 | 216.00 |
| 2021-03-31 | $58k | 250 | 232.00 |
| 2020-12-31 | $46k | 250 | 184.00 |
| 2020-09-30 | $37k | 250 | 148.00 |
| 2020-06-30 | $32k | 250 | 128.00 |
| 2020-03-31 | $41k | 353 | 116.15 |
| 2019-12-31 | $110k | 748 | 147.06 |
More positions owned by Center for Financial Planning
View all positions for Center for Financial Planning