Caterpillar shares owned by Retirement Planning Co of New England
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Retirement Planning Co of New England
from 13F filings
Historical chart of Retirement Planning Co of New England investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Retirement Planning Co of New England
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 2.4k | 477.07 |
| 2025-06-30 | $908k | 2.3k | 388.22 |
| 2025-03-31 | $3.5M | 11k | 329.80 |
| 2024-12-31 | $840k | 2.3k | 362.86 |
| 2024-09-30 | $928k | 2.4k | 391.13 |
| 2024-06-30 | $740k | 2.2k | 333.15 |
| 2024-03-31 | $854k | 2.3k | 366.40 |
| 2023-12-31 | $2.0M | 6.7k | 295.67 |
| 2023-09-30 | $1.8M | 6.4k | 273.02 |
| 2023-06-30 | $828k | 3.4k | 246.05 |
| 2023-03-31 | $794k | 3.5k | 228.84 |
| 2022-12-31 | $834k | 3.5k | 239.56 |
| 2022-09-30 | $553k | 3.4k | 164.00 |
| 2022-06-30 | $597k | 3.3k | 178.64 |
| 2022-03-31 | $768k | 3.5k | 222.61 |
| 2021-12-31 | $672k | 3.3k | 206.58 |
More positions owned by Retirement Planning Co of New England
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