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Caterpillar shares owned by Essential Planning

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $656k 1.7k 387.87

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Ishares Tr Ibonds 25 Trm Ts (IBTF)

View all positions for Essential Planning

Top funds holding Caterpillar

Vanguard Group
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Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Norges Bank Investment Management
Bank of America Corporation
FMR
Ubs Global Asset Management Americas
GAMMA Investing

View all funds holding Caterpillar