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Caterpillar shares owned by Rossby Financial, LCC

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Rossby Financial, LCC from 13F filings

Historical chart of Rossby Financial, LCC investment in Caterpillar

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All positions including Caterpillar held by Rossby Financial, LCC consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Rossby Financial, LCC

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 3.4k 480.82
2025-06-30 $1.3M 3.4k 388.21
2025-03-31 $1.0M 3.4k 306.45
2024-12-31 $429k 1.2k 362.76

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Calvert International Responsible Index Etf Etf (CVIE)
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Freedom 100 Emerging Markets Etf Etf (FRDM)
Ishares Russell 2500 Etf Etf (SMMD)
Vaneck Green Bond Etf Etf (GRNB)
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Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Silver Trust Etf (SLV)
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)
Ishares Russell Top 200 Growth Etf Etf (IWY)

View all positions for Rossby Financial, LCC

Top funds holding Caterpillar

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Bill & Melinda Gates Foundation Trust
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Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar