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Caterpillar shares owned by Holistic Planning

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

Historical chart of Holistic Planning investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $484k 844 572.92
2025-09-30 $228k 477 477.15

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Ea Series Trust Strive 500 Etf (STRV)
Ea Series Trust Strive Enhanced (BUXX)
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View all positions for Holistic 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
Northern Trust
Wellington Management Company
Capital World Investors
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Caterpillar