Caterpillar shares owned by Vertex Planning Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Vertex Planning Partners
from 13F filings
Historical chart of Vertex Planning Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Vertex Planning Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $757k | 1.6k | 477.15 |
| 2025-06-30 | $607k | 1.6k | 388.21 |
| 2025-03-31 | $512k | 1.6k | 329.80 |
| 2024-12-31 | $571k | 1.6k | 362.76 |
| 2024-09-30 | $609k | 1.6k | 391.12 |
| 2024-06-30 | $518k | 1.6k | 333.10 |
| 2024-03-31 | $566k | 1.5k | 366.43 |
| 2023-12-31 | $463k | 1.6k | 295.67 |
| 2023-09-30 | $447k | 1.6k | 273.00 |
| 2023-06-30 | $401k | 1.6k | 246.05 |