Caterpillar shares owned by Personal Cfo Solutions
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Personal Cfo Solutions
from 13F filings
Historical chart of Personal Cfo Solutions investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Personal Cfo Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $409k | 856 | 477.36 |
| 2025-06-30 | $331k | 852 | 388.00 |
| 2025-03-31 | $279k | 844 | 329.97 |
| 2024-12-31 | $234k | 645 | 362.88 |
| 2024-09-30 | $553k | 1.4k | 391.03 |
| 2024-06-30 | $452k | 1.4k | 333.18 |
| 2024-03-31 | $493k | 1.3k | 366.44 |
| 2023-09-30 | $343k | 1.3k | 273.07 |
| 2023-06-30 | $354k | 1.4k | 246.05 |
| 2023-03-31 | $326k | 1.4k | 228.77 |
| 2022-12-31 | $378k | 1.6k | 239.60 |