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Caterpillar shares owned by Oath Planning

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

Historical chart of Oath Planning investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Oath Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $204k 287 709.29

More positions owned by Oath Planning

Vanguard Bd Index Fds Short Trm Bond (BSV)
Victory Portfolios Ii Core Intermediat (UITB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ea Series Trust Freedom 100 Em (FRDM)
Vanguard Index Fds Value Etf (VTV)
PNC Financial Services (PNC)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
HEICO Corporation (HEI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Oath Planning

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
FMR
Wellington Management Company
Invesco
Susquehanna International
Capital World Investors

View all funds holding Caterpillar