Caterpillar shares owned by D.B. Root & Company
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by D.B. Root & Company
from 13F filings
Historical chart of D.B. Root & Company investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by D.B. Root & Company consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by D.B. Root & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $426k | 893 | 477.15 |
| 2025-06-30 | $323k | 831 | 388.21 |
| 2025-03-31 | $314k | 951 | 329.80 |
| 2024-12-31 | $348k | 958 | 362.76 |
| 2024-09-30 | $369k | 944 | 391.12 |
| 2024-06-30 | $289k | 868 | 333.10 |
| 2024-03-31 | $273k | 744 | 366.43 |
| 2021-03-31 | $203k | 877 | 231.47 |