Caterpillar shares owned by Rothschild Investment Corp
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Rothschild Investment Corp
from 13F filings
Historical chart of Rothschild Investment Corp investment in Caterpillar
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All positions including Caterpillar held by Rothschild Investment Corp consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Rothschild Investment Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $2.5M | 9.0k | 273.04 |
| 2023-06-30 | $2.0M | 8.3k | 246.07 |
| 2023-03-31 | $1.4M | 6.3k | 228.87 |
| 2022-12-31 | $1.5M | 6.4k | 239.53 |
| 2022-09-30 | $1.1M | 6.4k | 164.05 |
| 2022-06-30 | $1.0M | 5.7k | 178.70 |
| 2022-03-31 | $1.2M | 5.4k | 222.84 |
| 2021-12-31 | $1.1M | 5.5k | 206.76 |
| 2021-09-30 | $1.0M | 5.5k | 191.96 |
| 2021-06-30 | $1.2M | 5.5k | 217.55 |
| 2021-03-31 | $1.3M | 5.5k | 231.87 |
| 2020-12-31 | $871k | 4.8k | 182.03 |
| 2020-09-30 | $682k | 4.6k | 149.07 |
| 2020-06-30 | $631k | 5.0k | 126.43 |
| 2020-03-31 | $602k | 5.2k | 116.01 |
| 2019-12-31 | $750k | 5.1k | 147.61 |
| 2019-09-30 | $654k | 5.2k | 126.23 |
| 2019-06-30 | $727k | 5.3k | 136.37 |
| 2019-03-31 | $743k | 5.5k | 135.56 |
| 2018-12-31 | $652k | 5.1k | 127.07 |
| 2018-09-30 | $782k | 5.1k | 152.41 |
| 2018-06-30 | $696k | 5.1k | 135.65 |
| 2018-03-31 | $741k | 5.0k | 147.29 |
| 2017-12-31 | $793k | 5.0k | 157.62 |
| 2017-09-30 | $598k | 4.8k | 124.69 |
| 2017-06-30 | $558k | 5.2k | 107.39 |
| 2017-03-31 | $491k | 5.3k | 92.71 |
| 2016-12-31 | $494k | 5.3k | 92.79 |
| 2016-09-30 | $486k | 5.5k | 88.78 |
| 2016-06-30 | $432k | 5.7k | 75.84 |
| 2016-03-31 | $432k | 5.6k | 76.61 |
| 2015-12-31 | $380k | 5.6k | 67.92 |
| 2015-09-30 | $375k | 5.7k | 65.45 |
| 2015-06-30 | $478k | 5.6k | 84.90 |
| 2015-03-31 | $613k | 7.7k | 80.08 |
| 2014-12-31 | $599k | 6.5k | 91.59 |
| 2014-09-30 | $645k | 6.5k | 99.00 |
| 2014-06-30 | $699k | 6.4k | 108.62 |
| 2014-03-31 | $854k | 8.6k | 99.42 |
| 2013-12-31 | $1.4M | 15k | 90.82 |
| 2013-09-30 | $1.1M | 13k | 83.43 |
| 2013-06-30 | $999k | 12k | 82.46 |
| 2013-03-31 | $1.3M | 15k | 86.99 |
| 2012-12-31 | $1.3M | 15k | 89.61 |
| 2012-09-30 | $1.3M | 15k | 86.03 |
| 2012-06-30 | $1.4M | 16k | 84.91 |
| 2012-03-31 | $1.7M | 16k | 106.53 |
| 2011-12-31 | $1.5M | 16k | 90.60 |
| 2011-09-30 | $1.2M | 16k | 73.85 |
| 2011-06-30 | $1.7M | 16k | 106.46 |
| 2011-03-31 | $1.7M | 16k | 111.33 |
More positions owned by Rothschild Investment Corp
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