Retirement Planning Group, Llc / Ny »

Caterpillar shares owned by Retirement Planning Group, Llc / Ny

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Retirement Planning Group, Llc / Ny from 13F filings

Historical chart of Retirement Planning Group, Llc / Ny investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Retirement Planning Group, Llc / Ny consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Retirement Planning Group, Llc / Ny

Quarter filed Position value Share count Share price at filing
2026-06-30 $212k 199 1064.72

More positions owned by Retirement Planning Group, Llc / Ny

J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Global X Fds Us Infr Dev Etf (PAVE)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Global X Fds Nasdaq 100 Cover (QYLD)
Ge Aerospace Com New (GE)
Nuveen Core Equity Alpha Fund (JCE)
Alps Etf Tr Dynam Us Etf (RFDA)
Select Sector Spdr Tr St Str Energ Etf (XLE)

View all positions for Retirement Planning Group, Llc / Ny

Top funds holding Caterpillar

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Morgan Stanley
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Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates
Bank of America Corporation

View all funds holding Caterpillar