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Caterpillar shares owned by XY Planning Network

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

Historical chart of XY Planning Network investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by XY Planning Network

Quarter filed Position value Share count Share price at filing
2025-12-31 $612k 1.1k 572.87
2025-09-30 $282k 726 388.21
2025-06-30 $282k 726 388.21

More positions owned by XY Planning Network

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Spdr Series Trust State Street Spd (SPMD)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)

View all positions for XY Planning Network

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Caterpillar