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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Quarterly reported holdings in Caterpillar by Rothschild Investment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 27k | 477.16 |
| 2025-06-30 | $11M | 28k | 388.21 |
| 2025-03-31 | $8.6M | 26k | 329.80 |
| 2024-12-31 | $3.4M | 9.3k | 362.75 |
| 2024-09-30 | $3.3M | 8.3k | 391.13 |
| 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 |