Caterpillar shares owned by Plan
Historical chart of Plan investment in Caterpillar
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All positions including Caterpillar held by Plan consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Plan
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 2.8k | 477.20 |
| 2025-06-30 | $1.1M | 2.8k | 388.26 |
| 2025-03-31 | $858k | 2.6k | 329.84 |
| 2024-12-31 | $891k | 2.5k | 362.79 |
| 2024-09-30 | $760k | 1.9k | 391.18 |
| 2024-06-30 | $657k | 2.0k | 333.13 |
| 2024-03-31 | $711k | 1.9k | 366.49 |
| 2023-12-31 | $540k | 1.8k | 295.70 |
| 2023-09-30 | $484k | 1.8k | 272.93 |
| 2023-06-30 | $376k | 1.5k | 245.98 |
| 2023-03-31 | $336k | 1.5k | 228.83 |
| 2022-12-31 | $368k | 1.5k | 239.50 |
| 2022-09-30 | $254k | 1.6k | 163.87 |
| 2022-06-30 | $283k | 1.6k | 178.44 |
| 2022-03-31 | $355k | 1.6k | 222.85 |
| 2021-12-31 | $419k | 2.0k | 207.02 |
| 2021-09-30 | $322k | 1.7k | 191.78 |
| 2021-06-30 | $332k | 1.5k | 217.28 |
| 2021-03-31 | $359k | 1.5k | 231.91 |
| 2020-12-31 | $280k | 1.5k | 182.17 |
| 2020-09-30 | $213k | 1.4k | 149.06 |
| 2020-06-30 | $241k | 1.9k | 126.38 |
| 2020-03-31 | $218k | 1.9k | 116.27 |
| 2019-12-31 | $313k | 2.1k | 147.64 |
| 2019-09-30 | $263k | 2.1k | 126.08 |
| 2019-06-30 | $270k | 2.0k | 136.09 |
| 2019-03-31 | $821k | 6.1k | 135.41 |
| 2018-12-31 | $758k | 6.0k | 127.12 |
| 2018-09-30 | $905k | 5.9k | 152.56 |
| 2018-06-30 | $798k | 5.9k | 135.69 |
| 2018-03-31 | $867k | 5.9k | 147.45 |
| 2017-12-31 | $935k | 5.9k | 157.57 |
| 2017-09-30 | $714k | 5.7k | 124.33 |
| 2017-06-30 | $709k | 6.6k | 107.57 |
| 2017-03-31 | $637k | 6.9k | 92.79 |
| 2016-12-31 | $627k | 6.8k | 92.75 |
| 2015-12-31 | $277k | 4.1k | 67.89 |
| 2015-09-30 | $267k | 4.1k | 65.44 |
| 2015-03-31 | $327k | 4.1k | 80.15 |
| 2014-09-30 | $249k | 2.5k | 99.12 |
| 2014-03-31 | $288k | 2.9k | 99.00 |
| 2013-12-31 | $239k | 2.6k | 90.81 |