Caterpillar shares owned by Valtinson Bruner Financial Planning
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Valtinson Bruner Financial Planning
from 13F filings
Historical chart of Valtinson Bruner Financial Planning investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Valtinson Bruner Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $303k | 635 | 477.05 |
| 2025-06-30 | $246k | 635 | 387.98 |
| 2025-03-31 | $216k | 655 | 329.98 |
| 2024-12-31 | $247k | 680 | 362.81 |
| 2024-09-30 | $264k | 675 | 391.03 |
| 2024-06-30 | $225k | 677 | 332.89 |
| 2024-03-31 | $245k | 668 | 366.62 |
More positions owned by Valtinson Bruner Financial Planning
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