Caterpillar shares owned by Elser Financial Planning
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Elser Financial Planning
from 13F filings
Historical chart of Elser Financial Planning investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Elser Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $653k | 1.3k | 490.57 |
| 2025-06-30 | $501k | 1.3k | 388.21 |
| 2025-03-31 | $437k | 1.3k | 329.80 |
| 2024-12-31 | $484k | 1.3k | 362.76 |
| 2024-09-30 | $514k | 1.3k | 391.12 |
| 2024-06-30 | $433k | 1.3k | 333.10 |