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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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All positions including Caterpillar held by Elser Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Elser Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $514k 1.3k 391.12
2024-06-30 $433k 1.3k 333.10

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View all positions for Elser Financial Planning

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Bank of America Corporation
Goldman Sachs Group
Citadel Advisors
Bank of New York Mellon
Susquehanna International
Charles Schwab Investment Management
Invesco

View all funds holding Caterpillar