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Caterpillar shares owned by Strategic Planning Group

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

Historical chart of Strategic Planning Group investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Strategic Planning Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 6.4k 366.47
2023-12-31 $1.7M 5.9k 295.72

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Top funds holding Caterpillar

Vanguard Group
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
FMR
Susquehanna International
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management

View all funds holding Caterpillar