Caterpillar shares owned by Planned Solutions
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Planned Solutions
from 13F filings
Historical chart of Planned Solutions investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Planned Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $449k | 940 | 477.15 |
| 2025-06-30 | $250k | 644 | 388.21 |
| 2025-03-31 | $219k | 663 | 329.84 |
| 2024-12-31 | $241k | 663 | 362.80 |
| 2024-09-30 | $258k | 659 | 391.12 |
| 2024-06-30 | $220k | 659 | 333.10 |
| 2024-03-31 | $242k | 659 | 366.43 |
| 2023-12-31 | $169k | 571 | 295.67 |
| 2020-12-31 | $91k | 500 | 182.00 |
| 2020-09-30 | $75k | 500 | 150.00 |