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Caterpillar shares owned by Planning Directions

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

Historical chart of Planning Directions investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Planning Directions

Quarter filed Position value Share count Share price at filing
2025-09-30 $224k 470 476.71
2024-06-30 $212k 637 333.18
2024-03-31 $233k 635 366.66

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View all positions for Planning Directions

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar