Planning Solutions Group »

Caterpillar shares owned by Planning Solutions Group

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

Historical chart of Planning Solutions Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Planning Solutions Group

Quarter filed Position value Share count Share price at filing
2019-06-30 $255k 1.9k 136.07
2019-03-31 $403k 3.0k 135.46
2018-12-31 $261k 2.1k 127.13

More positions owned by Planning Solutions Group

iShares S&P 500 Index (IVV)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Ishares Inc core msci emkt (IEMG)
SPDR S&P Emerging Markets (SPEM)
Vanguard High Dividend Yield ETF (VYM)
Vanguard FTSE All-World ex-US ETF (VEU)
iShares S&P Moderate Allocation Fund ETF (AOM)
Ishares Tr eafe min volat (EFAV)
Apple (AAPL)
BB&T Corporation
iShares MSCI Emerging Markets Indx (EEM)
D First Tr Exchange-traded (FPE)
Lgi Homes (LGIH)
iShares S&P SmallCap 600 Index (IJR)
SPDR S&P World ex-US (SPDW)

View all positions for Planning Solutions Group

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Ubs Global Asset Management Americas
Legal & General Group
Susquehanna International
Goldman Sachs Group

View all funds holding Caterpillar