Caterpillar shares owned by Consolidated Planning Corp
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Consolidated Planning Corp
from 13F filings
Historical chart of Consolidated Planning Corp investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Consolidated Planning Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $8.0M | 27k | 295.67 |
| 2023-09-30 | $7.3M | 27k | 273.00 |
| 2023-06-30 | $6.5M | 27k | 246.05 |
| 2023-03-31 | $6.0M | 26k | 228.84 |
| 2022-12-31 | $7.3M | 30k | 239.56 |
| 2022-09-30 | $4.9M | 30k | 164.07 |
| 2022-06-30 | $5.2M | 29k | 178.75 |
| 2021-09-30 | $52k | 270 | 192.59 |
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