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Caterpillar shares owned by Peak Planning Group

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

Historical chart of Peak Planning Group investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Peak Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $226k 319 708.46

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Ishares Tr Core S&p500 Etf (IVV)
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
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Apple (AAPL)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Applied Materials (AMAT)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Allspring Income Opportunit Inc Oppty Fd (EAD)
First Tr Inter Duration Pfd & Income (FPF)
JPMorgan Chase & Co. (JPM)

View all positions for Peak Planning Group

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
FMR
Capital World Investors
Wellington Management Company
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Charles Schwab Investment Management

View all funds holding Caterpillar