Caterpillar shares owned by ROI Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by ROI Financial Advisors
from 13F filings
Historical chart of ROI Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by ROI Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $943k | 2.0k | 477.15 |
| 2025-06-30 | $659k | 1.7k | 388.21 |
| 2025-03-31 | $537k | 1.6k | 329.80 |
| 2024-12-31 | $315k | 869 | 362.76 |
| 2024-09-30 | $279k | 714 | 391.12 |
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