Obsidian Personal Planning Solutions »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Obsidian Personal Planning Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $565k 1.9k 295.67
2023-09-30 $521k 1.9k 273.00
2023-06-30 $470k 1.9k 246.05

More positions owned by Obsidian Personal Planning Solutions

Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Apple (AAPL)
Spdr Ser Tr Aerospace Def (XAR)
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)

View all positions for Obsidian Personal Planning Solutions

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
Fisher Investments
Bill & Melinda Gates Foundation Trust
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management
Amundi
Dimensional Fund Advisors
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Caterpillar