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
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Root Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 3.6k | 477.11 |
| 2025-06-30 | $1.2M | 3.1k | 388.24 |
| 2025-03-31 | $561k | 1.7k | 329.74 |
| 2024-12-31 | $716k | 2.0k | 362.75 |
| 2024-09-30 | $642k | 1.6k | 391.18 |
| 2024-06-30 | $1.4M | 4.2k | 333.12 |