Caterpillar shares owned by PDS Planning
Historical chart of PDS Planning investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by PDS Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by PDS Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 2.9k | 477.14 |
| 2025-06-30 | $1.1M | 2.9k | 388.23 |
| 2025-03-31 | $839k | 2.5k | 329.82 |
| 2024-12-31 | $860k | 2.4k | 362.80 |
| 2024-09-30 | $940k | 2.4k | 391.18 |
| 2024-03-31 | $814k | 2.2k | 366.37 |
| 2023-12-31 | $625k | 2.1k | 295.62 |
| 2023-09-30 | $613k | 2.2k | 273.06 |
| 2023-06-30 | $542k | 2.2k | 246.09 |
| 2023-03-31 | $477k | 2.1k | 228.85 |
| 2022-12-31 | $411k | 1.7k | 239.57 |
| 2022-09-30 | $256k | 1.6k | 164.00 |
| 2022-06-30 | $279k | 1.6k | 178.62 |
| 2022-03-31 | $326k | 1.5k | 222.83 |
| 2021-12-31 | $259k | 1.3k | 206.87 |
| 2021-09-30 | $253k | 1.3k | 191.67 |
| 2021-06-30 | $239k | 1.1k | 217.47 |
| 2021-03-31 | $245k | 1.1k | 231.79 |