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Caterpillar shares owned by Obsidian Personal Planning Solutions

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

Historical chart of Obsidian Personal Planning Solutions investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Obsidian Personal Planning Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $582k 1.5k 376.20
2024-06-30 $573k 1.7k 333.10
2024-03-31 $576k 1.7k 334.57
2023-12-31 $565k 1.9k 295.67
2023-09-30 $521k 1.9k 273.00
2023-06-30 $470k 1.9k 246.05