Caterpillar shares owned by Peak Retirement Planning
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Peak Retirement Planning
from 13F filings
Historical chart of Peak Retirement Planning investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Peak Retirement Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Peak Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $288k | 503 | 572.99 |
| 2025-09-30 | $241k | 505 | 476.72 |