Caterpillar shares owned by Creative Planning
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $53M | 181k | 295.67 |
| 2023-09-30 | $46M | 167k | 273.00 |
| 2023-06-30 | $40M | 162k | 246.05 |
| 2023-03-31 | $36M | 157k | 228.84 |
| 2022-12-31 | $39M | 162k | 239.56 |
| 2022-09-30 | $25M | 150k | 164.08 |
| 2022-06-30 | $27M | 149k | 178.76 |
| 2022-03-31 | $32M | 144k | 222.82 |
| 2021-12-31 | $28M | 134k | 206.74 |
| 2021-09-30 | $26M | 136k | 191.97 |
| 2021-06-30 | $28M | 127k | 217.63 |
| 2021-03-31 | $36M | 157k | 231.87 |
| 2020-12-31 | $27M | 150k | 182.02 |
| 2020-09-30 | $23M | 157k | 149.15 |
| 2020-06-30 | $18M | 143k | 126.50 |
| 2020-03-31 | $15M | 133k | 116.04 |
| 2019-12-31 | $20M | 135k | 147.68 |
| 2019-09-30 | $17M | 131k | 126.31 |
| 2019-06-30 | $17M | 126k | 136.29 |
| 2019-03-31 | $15M | 110k | 135.49 |
| 2018-12-31 | $3.0M | 111k | 27.14 |
| 2018-09-30 | $16M | 107k | 152.49 |
| 2018-06-30 | $16M | 114k | 135.67 |
| 2018-03-31 | $17M | 116k | 147.38 |
| 2017-12-31 | $17M | 105k | 157.58 |
| 2017-09-30 | $12M | 99k | 124.71 |
| 2017-06-30 | $10M | 95k | 107.47 |
| 2017-03-31 | $8.2M | 88k | 92.75 |
| 2016-12-31 | $8.6M | 93k | 92.74 |
| 2016-09-30 | $8.0M | 90k | 88.77 |
| 2016-06-30 | $6.7M | 89k | 75.82 |
| 2016-03-31 | $6.5M | 85k | 76.55 |
| 2015-12-31 | $5.3M | 79k | 67.96 |
| 2015-09-30 | $5.5M | 84k | 65.36 |
| 2015-06-30 | $7.5M | 89k | 84.82 |
| 2015-03-31 | $6.0M | 76k | 80.03 |
| 2014-12-31 | $6.7M | 74k | 91.53 |
| 2014-09-30 | $6.7M | 68k | 99.03 |
| 2014-06-30 | $7.4M | 68k | 108.67 |
| 2014-03-31 | $6.1M | 61k | 99.37 |
| 2013-12-31 | $5.7M | 63k | 90.81 |
| 2013-09-30 | $5.2M | 62k | 83.40 |
| 2013-06-30 | $4.8M | 59k | 82.49 |
| 2012-12-31 | $4.1M | 46k | 89.61 |
| 2012-09-30 | $3.0M | 35k | 86.04 |
| 2012-06-30 | $2.5M | 29k | 84.91 |
| 2011-12-31 | $1.5M | 17k | 90.60 |