Caterpillar shares owned by Planning Alternatives
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Planning Alternatives
from 13F filings
Historical chart of Planning Alternatives investment in Caterpillar
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All positions including Caterpillar held by Planning Alternatives consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Planning Alternatives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $681k | 1.4k | 477.18 |
| 2025-06-30 | $533k | 1.4k | 388.23 |
| 2025-03-31 | $451k | 1.4k | 329.82 |
| 2024-12-31 | $359k | 989 | 362.79 |
| 2024-09-30 | $386k | 987 | 391.09 |
| 2024-06-30 | $328k | 985 | 332.94 |
| 2013-09-30 | $292k | 3.5k | 83.43 |
| 2013-06-30 | $454k | 5.5k | 82.55 |