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Caterpillar shares owned by Root Financial Partners

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Caterpillar

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All positions including Caterpillar held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $642k 1.6k 391.18
2024-06-30 $1.4M 4.2k 333.12

More positions owned by Root Financial Partners

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Emerging Mkts Va (DFEV)

View all positions for Root Financial Partners

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View all funds holding Caterpillar