Caterpillar shares owned by Rooted Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Rooted Wealth Advisors
from 13F filings
Historical chart of Rooted Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.2M | 3.2k | 691.92 |
| 2025-09-30 | $1.7M | 3.3k | 497.91 |
| 2025-06-30 | $1.3M | 3.2k | 405.96 |
| 2025-03-31 | $906k | 3.1k | 288.10 |
| 2024-12-31 | $1.1M | 3.1k | 363.02 |
| 2024-09-30 | $1.3M | 3.2k | 398.37 |
| 2024-06-30 | $1.1M | 3.0k | 356.10 |
| 2024-03-31 | $1.3M | 3.7k | 364.80 |
| 2023-12-31 | $1.2M | 3.7k | 322.67 |
| 2023-09-30 | $997k | 3.9k | 253.17 |
| 2023-06-30 | $822k | 3.4k | 244.79 |
| 2023-03-31 | $706k | 3.2k | 223.70 |
| 2022-12-31 | $657k | 2.7k | 239.52 |