Caterpillar shares owned by Planning Center
Historical chart of Planning Center investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Planning Center
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $536k | 1.5k | 366.43 |
| 2023-12-31 | $433k | 1.5k | 295.67 |
| 2023-09-30 | $401k | 1.5k | 273.00 |
| 2023-06-30 | $374k | 1.5k | 246.05 |
| 2023-03-31 | $483k | 2.2k | 221.67 |
| 2022-12-31 | $522k | 2.2k | 239.56 |
| 2022-09-30 | $315k | 1.8k | 179.69 |
| 2022-06-30 | $302k | 1.8k | 172.28 |
| 2022-03-31 | $350k | 1.6k | 223.07 |
| 2021-12-31 | $327k | 1.6k | 205.14 |