Caterpillar shares owned by Cornerstone Planning Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cornerstone Planning Group
from 13F filings
Historical chart of Cornerstone Planning Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Cornerstone Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $181k | 310 | 583.97 |
| 2025-06-30 | $98k | 225 | 434.94 |
| 2025-03-31 | $127k | 429 | 295.50 |
| 2024-12-31 | $84k | 212 | 394.05 |
| 2024-09-30 | $80k | 206 | 388.15 |
| 2024-03-31 | $82k | 243 | 336.75 |
| 2023-12-31 | $85k | 287 | 295.55 |
| 2023-09-30 | $84k | 307 | 273.07 |
| 2023-06-30 | $77k | 314 | 246.02 |
| 2022-12-31 | $85k | 344 | 246.24 |
More positions owned by Cornerstone Planning Group
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