Caterpillar shares owned by Planned Solutions
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Planned Solutions
from 13F filings
Historical chart of Planned Solutions investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Planned Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Planned Solutions
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $242k | 659 | 366.43 |
2023-12-31 | $169k | 571 | 295.67 |
2020-12-31 | $91k | 500 | 182.00 |
2020-09-30 | $75k | 500 | 150.00 |