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Caterpillar shares owned by Planning Directions

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

Historical chart of Planning Directions investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Planning Directions

Quarter filed Position value Share count Share price at filing
2024-03-31 $233k 635 366.66

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View all positions for Planning Directions

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
FMR
Susquehanna International
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group

View all funds holding Caterpillar