Caterpillar shares owned by Retirement Guys Formula
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Retirement Guys Formula
from 13F filings
Historical chart of Retirement Guys Formula investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Retirement Guys Formula consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Retirement Guys Formula
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $830k | 1.7k | 477.04 |
| 2025-06-30 | $1.9M | 5.0k | 388.22 |
| 2025-03-31 | $1.5M | 4.7k | 329.82 |
| 2024-12-31 | $1.5M | 4.1k | 362.74 |
| 2024-09-30 | $1.6M | 4.1k | 391.08 |
| 2024-06-30 | $1.3M | 3.9k | 333.13 |
| 2024-03-31 | $1.3M | 3.6k | 366.45 |
| 2023-12-31 | $1.1M | 3.8k | 295.67 |
| 2023-09-30 | $902k | 3.3k | 273.00 |