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Caterpillar shares owned by Planning Capital Management Corp

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Planning Capital Management Corp from 13F filings

Historical chart of Planning Capital Management Corp investment in Caterpillar

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All positions including Caterpillar held by Planning Capital Management Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Planning Capital Management Corp

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 3.2k 391.11
2024-06-30 $472k 1.4k 333.16
2024-03-31 $51k 139 365.18
2023-12-31 $34k 115 295.70