Caterpillar shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $73k | 152 | 477.15 |
| 2025-06-30 | $59k | 152 | 388.21 |
| 2025-03-31 | $50k | 152 | 329.80 |
| 2024-12-31 | $52k | 142 | 362.76 |
| 2024-09-30 | $52k | 132 | 391.12 |
| 2024-06-30 | $44k | 132 | 333.10 |
| 2024-03-31 | $48k | 132 | 366.43 |
| 2023-12-31 | $39k | 132 | 295.67 |
| 2023-09-30 | $36k | 132 | 273.00 |
| 2023-06-30 | $33k | 132 | 246.05 |
| 2023-03-31 | $30k | 132 | 228.84 |
| 2022-12-31 | $32k | 132 | 239.56 |
| 2022-09-30 | $22k | 132 | 166.67 |
| 2022-06-30 | $24k | 132 | 181.82 |
| 2022-03-31 | $29k | 132 | 219.70 |
| 2021-12-31 | $27k | 132 | 204.55 |
| 2021-09-30 | $10k | 52 | 192.31 |
| 2021-06-30 | $58k | 267 | 217.23 |
| 2021-03-31 | $244k | 1.1k | 231.94 |
| 2020-12-31 | $32k | 177 | 180.79 |
| 2020-09-30 | $7.0k | 50 | 140.00 |
| 2020-06-30 | $6.0k | 50 | 120.00 |
| 2019-06-30 | $27k | 200 | 135.00 |
| 2019-03-31 | $28k | 210 | 133.33 |
| 2018-12-31 | $27k | 210 | 128.57 |
| 2018-09-30 | $127k | 835 | 152.10 |
| 2018-06-30 | $89k | 654 | 136.09 |
| 2018-03-31 | $96k | 653 | 147.01 |
| 2017-12-31 | $111k | 703 | 157.89 |
| 2017-09-30 | $113k | 902 | 125.28 |
| 2017-06-30 | $97k | 902 | 107.54 |
| 2017-03-31 | $111k | 1.2k | 92.42 |
| 2016-12-31 | $501k | 5.4k | 92.78 |
| 2014-12-31 | $64k | 700 | 91.43 |
| 2014-09-30 | $20k | 200 | 100.00 |
| 2014-06-30 | $22k | 200 | 110.00 |
| 2014-03-31 | $20k | 200 | 100.00 |
More positions owned by Mark Sheptoff Financial Planning
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