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Caterpillar shares owned by Rothschild Investment

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Rothschild Investment from 13F filings

Historical chart of Rothschild Investment investment in Caterpillar

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All positions including Caterpillar held by Rothschild Investment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Rothschild Investment

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.8M 8.5k 333.09
2024-03-31 $3.2M 8.7k 366.45
2023-12-31 $2.5M 8.3k 295.67