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Caterpillar shares owned by Rothschild Investment Corp

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Rothschild Investment Corp from 13F filings

Historical chart of Rothschild Investment Corp investment in Caterpillar

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All positions including Caterpillar held by Rothschild Investment Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Rothschild Investment Corp

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.5M 9.0k 273.04
2023-06-30 $2.0M 8.3k 246.07
2023-03-31 $1.4M 6.3k 228.87
2022-12-31 $1.5M 6.4k 239.53
2022-09-30 $1.1M 6.4k 164.05
2022-06-30 $1.0M 5.7k 178.70
2022-03-31 $1.2M 5.4k 222.84
2021-12-31 $1.1M 5.5k 206.76
2021-09-30 $1.0M 5.5k 191.96
2021-06-30 $1.2M 5.5k 217.55
2021-03-31 $1.3M 5.5k 231.87
2020-12-31 $871k 4.8k 182.03
2020-09-30 $682k 4.6k 149.07
2020-06-30 $631k 5.0k 126.43
2020-03-31 $602k 5.2k 116.01
2019-12-31 $750k 5.1k 147.61
2019-09-30 $654k 5.2k 126.23
2019-06-30 $727k 5.3k 136.37
2019-03-31 $743k 5.5k 135.56
2018-12-31 $652k 5.1k 127.07
2018-09-30 $782k 5.1k 152.41
2018-06-30 $696k 5.1k 135.65
2018-03-31 $741k 5.0k 147.29
2017-12-31 $793k 5.0k 157.62
2017-09-30 $598k 4.8k 124.69
2017-06-30 $558k 5.2k 107.39
2017-03-31 $491k 5.3k 92.71
2016-12-31 $494k 5.3k 92.79
2016-09-30 $486k 5.5k 88.78
2016-06-30 $432k 5.7k 75.84
2016-03-31 $432k 5.6k 76.61
2015-12-31 $380k 5.6k 67.92
2015-09-30 $375k 5.7k 65.45
2015-06-30 $478k 5.6k 84.90
2015-03-31 $613k 7.7k 80.08
2014-12-31 $599k 6.5k 91.59
2014-09-30 $645k 6.5k 99.00
2014-06-30 $699k 6.4k 108.62
2014-03-31 $854k 8.6k 99.42
2013-12-31 $1.4M 15k 90.82
2013-09-30 $1.1M 13k 83.43
2013-06-30 $999k 12k 82.46
2013-03-31 $1.3M 15k 86.99
2012-12-31 $1.3M 15k 89.61
2012-09-30 $1.3M 15k 86.03
2012-06-30 $1.4M 16k 84.91
2012-03-31 $1.7M 16k 106.53
2011-12-31 $1.5M 16k 90.60
2011-09-30 $1.2M 16k 73.85
2011-06-30 $1.7M 16k 106.46
2011-03-31 $1.7M 16k 111.33