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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All positions including Caterpillar held by Vertex Planning Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Vertex Planning Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $463k | 1.6k | 295.67 |
| 2023-09-30 | $447k | 1.6k | 273.00 |
| 2023-06-30 | $401k | 1.6k | 246.05 |